Open Resource Card of Contacts of CRM Activities for Follow-up

Use the CRM Activities for Follow-up submodule to open the resource card of the contacts of CRM activities for follow-up.

To use the CRM Activities for Follow-up submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the resource of the contact of a CRM activity for follow-up:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > CRM Activities for Follow-up.
3. Highlight the CRM activity for follow-up of the contact whose resource card you want to open.
4. Double-click on the corresponding Resource field.
   WorkBook opens the contact's resource card.