Display the Pipeline Card from Pipelines

Depending on your role in WorkBook, you can display the pipeline card from Pipelines in CRM.

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 display the pipeline card from Pipelines:

1. On the main toolbar, click CRM .
2. In the left navigation pane, click Pipelines.
3. In the grid, select a pipeline.
4. On the right edge of the grid toolbar, click Show/Hide Pipeline Card .