Duplicate Pipelines From the Main Grid
Depending on your role in WorkBook, you can create duplicates of prospect and client pipelines from the main grid in Pipelines, Clients & Prospects List, My Activities, and All Activities in CRM, and from the resource information card in Resources.
. Alternatively, you can duplicate pipelines from the prospect card inNote: 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 duplicate pipelines from the main grid in the Pipelines module:
Parent Topic: Pipelines