Link Profiles to Prospect/Client Contacts

Depending on your role in WorkBook, you can link multiple profiles to each prospect/client contact. To do this, you must first create the profiles in Settings > Clients & Resources > Resource Profiles.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To link profiles to a prospect/client contact:

1. Display the contact card. See Display the Contact Card.
2. On the side toolbar of the contact card, click Profile .
3. Link profiles to the contact by taking any of the following actions:
   • To link a profile to the contact, click Add New Profile Line on the top toolbar of the contact card.
   • To link all profiles in the system to the contact, click Add Missing Lines on the top toolbar of the contact card.
4. Use the columns in the contact card grid to define each of the profiles that you linked to the contact.