Pipeline Card
Use the pipeline card to view and modify information about pipelines, such as the pipeline status, stage, rating, start date, and expected net and gross revenue. You can also perform pipeline-related tasks such as converting pipelines into jobs, adding jobs to pipelines, creating pipeline activities, updating pipeline dimension and partner settings, and managing pipeline-related emails.
- Related Topics:
- Display the Pipeline Card
Displaying the pipeline card depends on your location in WorkBook.
Parent Topic: Fields and Options