Add New Pipeline Activities

Use Pipeline Activity List in the To-Do submodule in the Tasks module to add new pipeline activities.

To use Pipeline Activity List, you must have access to Tasks as defined in User Access Rights under Settings.

To add a new pipeline activity:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click To-Do > Pipeline Activity List.
3. On the grid toolbar, click Add New Pipeline Activity .
4. In the Add New Pipeline Activity dialog box, select the resource to which you want to add the new pipeline activity, and specify the applicable contact, activity type, date, time, employee responsible, company, and pipeline.
   Note: You can also enter an activity text in the field that is provided.
5. Click OK.