Move Prospect/Client Contacts to Another Resource

Depending on your role in WorkBook, you can move contacts from a prospect/client to another resource.

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 move a prospect/client contact to another resource:

1. Display the prospect card. See Display the Prospect Card.
2. On the side toolbar of the prospect card, click Contacts .
3. In the grid, select the pipeline associated with the prospect or client linked to the contact that you want to move to another resource.
4. On the top toolbar of the prospect card, select Show Inactive to display both active and inactive contacts.
5. Select the contact that you want to move to another resource and click Move Contact on the top toolbar of the prospect card.
6. 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.
7. To include the activities associated with the contact in the move, select Also Move Resource Activities Related to This Contact.
8. Click OK.