Display Prospect Cards of Pipeline Activities

Use the Pipeline Activity List submodule to display prospect cards of pipeline activities.

To use the Pipeline Activity List submodule, you must have access to Tasks as defined in the User Access Rights submodule 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 screen, click To-do > Pipeline Activity List.
3. On the grid toolbar, click Show/hide prospect card .
4. You can view the prospect card in the bottom grid and manage client-and prospect-related information and activities.