Link Profiles to Prospect/Clients

Depending on your role in WorkBook, you can link multiple profiles to prospects/clients from the prospect card. 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 a profile to a prospect/client:

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