Pipeline Activity List
Use Pipeline Activity List under Tasks to view the pipeline activities that you need to complete for prospects or existing clients. It enables you to view the activity card or prospect card of an activity, mark it as done, add it to your calendar, or add activity texts.
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:
- Procedures
Use the procedures in this section to view and complete the pipeline activities that you need to do for prospects or existing clients.
Parent Topic: To-do