Display Prospect Cards of Pipeline Activities

Use Pipeline Activity List in the To-Do submodule in the Tasks module to display prospect cards of pipeline activities.

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

To display the prospect card of a 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 Show/Hide Prospect Card .
   You can view the prospect card in the bottom grid and manage client- and prospect-related information and activities.