Move a Resource Contact to Another Resource

Depending on your role in WorkBook, you can move contacts from one resource to another in Resources. For example, if a resource contact moves to another department or resigns from the company, you can assign another contact to that resource. Alternatively, you can move prospect and client contacts in the prospect card in Pipelines, Clients & Prospects List, My Activities, and All Activities in CRM.

Note: You must have permission to add, delete, and modify resources to complete this task.

To move a resource contact:

On the main toolbar, click Resources .
On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
Select the resource associated with the contact that you want to move by completing any of the following actions:
- In the Search in Grid field, enter the name of the resource, then select it from the grid.
- Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
On the grid toolbar, click Resource Information /.
On the side toolbar of the resource information card, click Contacts .
On the top toolbar of the resource information card, select Show Inactive to display both active and inactive contacts.
Select the contact that you want to move to another resource and click Move Contact on the top toolbar of the resource information card.
In the Move Contact dialog box, select a resource type, then select the resource to which you want to move the contact.
For example, you can select Clients as the resource type and then select the client name from the drop-down list.
To include the activities associated with the contact in the move, select Also Move Resource Activities Related to This Contact.
Click OK.