Add New Pipeline Activities (Prospect Card)

Depending on your role in WorkBook, you can add pipeline activities from the prospect card. Alternatively, you can add pipeline activities from the pipeline card.

Note: To complete this task, you must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities.

To add a new pipeline activity from the prospect card:

1. Display the prospect card. See Display the Prospect Card.
2. On the side toolbar of the prospect card, click Activities .
3. On the top toolbar of the prospect card, click Create Activity .
4. In the Add New Pipeline Activity dialog box, select the resource (prospect or client) to which you want to add the new pipeline activity, the activity type, the company, and the employee responsible.
   You can also specify the date, time, and contact for the new pipeline activity.
5. Click OK.