Resource Search Use the procedures in this section to search for clients or prospects using filters. Related Topics:Create Resource Searches Depending on your role in WorkBook, you can create resource searches for filtering or performing searches based on prospect and activity data. Define or Update Resource Searches Depending on your role in WorkBook, you can define or update resource searches for filtering or performing searches based on prospect and activity data. Copy Resource Searches Depending on your role in WorkBook, you can copy resource searches. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresResource Search
Resource Search Use the procedures in this section to search for clients or prospects using filters. Related Topics:Create Resource Searches Depending on your role in WorkBook, you can create resource searches for filtering or performing searches based on prospect and activity data. Define or Update Resource Searches Depending on your role in WorkBook, you can define or update resource searches for filtering or performing searches based on prospect and activity data. Copy Resource Searches Depending on your role in WorkBook, you can copy resource searches. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresResource Search