View Jobs in Progress from CRM
Depending on your role in WorkBook, you can view the work-in-progress (WIP) amounts and 12-month payment forecasts for jobs in progress. These are the pipelines that have been converted into jobs.
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 view jobs in progress from CRM:
Parent Topic: 12-Month Summary Forecast