Add Next Pipeline Activity

Depending on your role in WorkBook, you can add a new pipeline activity after the previous one from the main grids in My Activities and All Activities in CRM. This option enables you to mark the previous activity as done.

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 the next pipeline activity to a prospect or client from the main My Activities and All Activities grids: :

1. On the main toolbar, click CRM .
2. In the left navigation pane, click any of the following:
   • My Activities
   • All Activities
3. In the grid, select the pipeline activity that will precede the activity that you are creating.
4. On the grid toolbar, click Add Next Activity .
5. Use the fields and options in the Add Next Pipeline Activity dialog box to create the next activity.
   You have the option to set the previous activity and the activity that you are creating as done.