Create Pipelines From the Main Grid
Depending on your role in WorkBook, you can create pipelines from the main grid in CRM. Alternatively, you can create pipelines from the prospect card in Pipelines, My Activities, Clients & Prospects List, and All Activities in CRM, and from the resource information card in Resources.
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 create pipelines from the main grid in the Pipelines module:
Parent Topic: Pipelines