Set Pipeline Dimensions
Depending on your role in WorkBook, you can set pipeline dimensions from the pipeline card. Dimensions are created in Settings.
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 define pipeline dimensions:
- Display the pipeline card. See Display the Pipeline Card.
- On the side toolbar of the pipeline card, click Pipeline Dimensions .
- Set the pipeline dimensions.
Parent Topic: Pipeline Card