Contacts

Video introduction to contacts (silverlight):

Contacts are added to resources. A resource in WorkBook can be either a Prospect, Customer, Supplier etc. (described here).

Adding a contact to a Prospect

Look up the prospect in the CRM module. In the bottom of the grid you will see additional information on the specific prospect. If you go to ‘contacts’ and click the ‘+’ button you can add new contacts to the prospect. Just fill in the contact details.

Adding a contact to a Customer or Supplier

Look up the resource in the resource tab and open the sidebar to find the contacts. Then click the ‘+’ button and fill in the details on the new contact.

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