---
title: "Prospect Card > Information"
canonical: "https://technology.bytangram.com/space/TGKB/1421541801/Prospect%20Card%20%3E%20Information"
format: markdown
---
Address, website and contact details for client and prospect resources are entered and managed via the **information tab** on the client or prospect card in either the [CRM](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1402765321) or [resources](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1406107759) modules.

| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |

---

## ADD INFORMATION TO PROSPECT OR CLIENT

- Go to **CRM **> **clients & prospects list **> select the** client or prospect** from the list
- Click the **show/hide prospect card **:prospect_card:  icon > and click the **information **tab :prospect_card:  icon
- From here you can add and update the following information:
  - **Name: **company name, this is a** **mandatory field, all the others are optional
  - **Initials**
  - **Phone number**
  - **Mobile number**
  - **Email**
  - **Social information**: web address, LinkedIn page etc.
  - **Resource group**: can be used on client and prospect resources, resource groups are used for grouping resources together e.g. for a mail out
  - **Tags**
  - **Address details**
  - **Business**: resources can be grouped by business type or industry for reporting purposes e.g. Retail, Technology, Finance etc.
  - **Primary Contact**: main contact for the client/prospect
  - **Responsible**: the person in your company responsible for the client or prospect. This will default to your name but can be changed


![image](media://7b848a49-b671-4cf6-9881-aa878e4f6f56)

---

## UPDATE PROFILE PICTURE

You can also upload a profile picture (usually the client logo) for clients and prospects via the **information** tab.

- Click on the **box **with the client’s initials or the existing profile picture
- Click the **upload** icon


![image](media://2463473c-7956-4dd9-8495-c9408ed5b418)


- Select your **image** > click **open**


![image](media://2e574849-e868-429c-bd3d-eb55fe4970ab)


- You will now have a profile picture for the client


![image](media://49001327-3fa6-4c96-b274-2a43de154014)

---

### Related articles

> Macro (contentbylabel)