View Prospect/Client Contact Pipelines
Depending on your role in WorkBook, you can view prospect/client contact pipelines.
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 prospect/client contact pipelines:
- Display the contact card. See Display the Contact Card.
- On the side toolbar of the contact card, click Resource-related Items .
- On the top toolbar of the contact card, click the View Pipeline Relations This Resource is On tab.
- To find a specific pipeline, use the Search field on the top toolbar of the contact card.
Parent Topic: Contact Card