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title: "Prospect Card > Information R12"
canonical: "https://technology.bytangram.com/space/TGKB/731742287/Prospect%20Card%20%3E%20Information%20R12"
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/257556638/CRM+Module+Overview) or [resources](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/247333488) modules.

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

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## 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://0efee89f-784d-452f-9e02-f995facd195f)

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## UPDATE PROFILE PICTURE

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

- Click on **light blue box **with initials or the existing profile picture
- Click the **upload** icon

![image](media://50987502-3dc3-4b67-801b-6ae15d0175c0)

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

![image](media://b26f3147-54b6-4f5b-bf3c-cf711c323560)

- You will now have a profile picture for the client

![image](media://72b4883b-0a1c-46e6-a314-eb87db427a66)

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### Related articles

> Macro (contentbylabel)