Add Pipeline Budget Shares
Depending on your role in WorkBook, you can add pipeline budget shares 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 a pipeline budget share:
- Display the pipeline card. See Display the Pipeline Card.
- On the side toolbar of the pipeline card, click Pipeline Budget Share .
- On the top toolbar of the pipeline card, click Add Budget Share .
- In the Add Budget Share Employee dialog box, select an employee and click OK.
- Use the columns In the pipeline card grid to specify the employee's budget share in percent and to enter a comment.
Parent Topic: Pipeline Card