Add New Pipeline Activities
Depending on your role in WorkBook, you can add pipeline activities to prospects and clients from the main grids in My Activities and All Activities 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 My Activities and All Activities grids:
Parent Topic: My Activities