Display the Pipeline Card
Displaying the pipeline card depends on your location in WorkBook.
- Related Topics:
- Display the Pipeline Card from Pipelines
Depending on your role in WorkBook, you can display the pipeline card from Pipelines in CRM. - Display the Pipeline Card from My Activities
Depending on your role in WorkBook, you can display the pipeline card from My Activities in CRM. - Display the Pipeline Card from Clients and Prospects List
Depending on your role in WorkBook, you can display the pipeline card from Clients & Prospects List in CRM. - Display the Pipeline Card from All Activities
Depending on your role in WorkBook, you can display the pipeline card from All Activities in CRM. - Display the Pipeline Card from Pipeline Log
Depending on your role in WorkBook, you can display the pipeline card from Pipeline Log in CRM. - Display the Pipeline Card from the Resource Information Card
Depending on your role in WorkBook, you can display the pipeline card from the resource information card in Resources.
Parent Topic: Pipeline Card