Create Pipelines From the Prospect/Client Contact Card
Depending on your role in WorkBook, you can create pipelines for prospect/client contacts from the prospect 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 create a pipeline from the prospect/client card:
- Display the contact card. See Display the Contact Card.
- On the side toolbar of the contact card, click Resource-related Items .
- On the top toolbar of the contact card, click the View Pipeline Relations This Resource is On tab.
- on the top toolbar of the contact card, click Create Pipeline .
- Use the fields and options in the Create Pipeline dialog box to create a new pipeline.
Parent Topic: Contact Card