Delete Pipeline Activities
Depending on your role in WorkBook, you can delete pipeline activities from the pipeline card. Alternatively, you can delete pipeline activities 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 delete pipeline activities from the pipeline card:
- Display the pipeline card. See Display the Pipeline Card.
- On the side toolbar of the pipeline card, click Pipeline Resource Activities .
- In the pipeline card grid, select the pipeline activity that you want to delete.
- On the top toolbar of the pipeline card, click Delete Activity .
Parent Topic: Pipeline Card