Add New Pipeline Activities
Depending on your role in WorkBook, you can add pipeline activities to prospects and clients from the main grid in Clients & Prospects List in CRM.
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 a new pipeline activity to a prospect or client from the main Clients & Prospects List grid:
Parent Topic: Clients and Prospects List