Procedures
Use the procedures in this section to view and complete the pipeline activities that you need to do for prospects or existing clients.
To use the Pipeline Activity List submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.
- Related Topics:
- Add New Pipeline Activities
Use the Pipeline Activity List submodule to add new pipeline activities. - Add Next Activities
Use the Pipeline Activity List submodule to add the next activity to pipeline activities. This function allows you to mark the first activity as done. - Search for Pipeline Activities
Use the Pipeline Activity List submodule to search for pipeline activities. - Display Prospect Cards of Pipeline Activities
Use the Pipeline Activity List submodule to display prospect cards of pipeline activities. - Display Activity Cards of Pipeline Activities
Use the Pipeline Activity List submodule to display activity cards of pipeline activities. - Filter Pipeline Activities
Use the Pipeline Activity List submodule to filter pipeline activities. - Edit and Save Existing Filters for Pipeline Activities
Use the Pipeline Activity List submodule to edit and save existing filters for pipeline activities. - Save New Filters for Pipeline Activities
Use the Pipeline Activity List submodule to save new filters for pipeline activities. - Save and Overwrite Existing Filters for Pipeline Activities
Use the Pipeline Activity List submodule to save and overwrite existing filters for pipeline activities. - Delete Saved Filters from Pipeline Activities
Use the Pipeline Activity List submodule to delete saved filters from pipeline activities. - Make Existing Filters for Pipeline Activities as Global Filters
Use the Pipeline Activity List submodule to make existing filters for pipeline activities as global filters. - Open Resource Cards of Pipeline Activities
Use the Pipeline Activity List submodule to open the resource cards of pipeline activities. - Open Resource Card of Contacts of Pipeline Activities
Use the Pipeline Activity List submodule to open the resource card of the contacts of pipeline activities. - Open Resource Card of Account Managers of Pipeline Activities
Use the Pipeline Activity List submodule to open the resource card of the account managers of pipeline activities.
Parent Topic: Pipeline Activity List