Add Jobs to Pipelines
Depending on your role in WorkBook, you can add jobs to pipelines from the pipeline card.
Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.
To add jobs to a pipeline:
- Display the pipeline card. See Display the Pipeline Card.
- On the side toolbar of the pipeline card, click Convert Pipeline to Job .
- On the top toolbar of the pipeline card, click Add Existing Job to Pipeline
- In the Add Job to Pipeline dialog box, select a job and click OK.
Parent Topic: Pipeline Card