Mark Pipeline Activities as Done

Depending on your role in WorkBook, you can mark pipeline activities as done.

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 mark a pipeline activity as done:

1. Display the activity card. See Display the Activity Card.
2. To mark the activity as done, select Done.
   Alternatively, you can select Done in the grid.