Merge Prospect/Client Contacts' Interest Codes

Depending on your role in WorkBook, you can merge a prospect/client contact's interest codes.

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 merge a prospect/client contact's interest codes:

1. Display the contact card. See Display the Contact Card.
2. On the side toolbar of the contact card, click Interest Codes .
3. On the top toolbar of the contact card, click Merge .
4. In the Merge Interest Code dialog box, select the codes that you want to merge.
5. Click OK.