Pipeline Card
The pipeline card enables you to view and modify information about pipelines, such as the pipeline status, stage, rating, start date, and expected net and gross revenues. It also enables you to perform pipeline-related tasks such as converting pipelines into jobs, adding jobs to pipelines, creating pipeline activities, updating pipeline dimension and partner settings, and managing pipeline-related emails.
- Related Topics:
- Pipeline Card - Procedures
Depending on your role in WorkBook, you can view update pipeline information and settings and complete pipeline-related tasks from the pipeline card.
Parent Topic: CRM