Activity Card
The activity card provides information about pipeline activities such as the activity type and the resource, contact, schedule, company, pipeline, and employee associated with the activity. You can also use the activity card to add activities to your calendar or to mark them as done.
- Related Topics:
- Activity Card - Procedures
Depending on your role in WorkBook, you can view and modify pipeline activity information in the activity card. You can also use the activity card to add activities to your calendar or to mark them as done.
Parent Topic: CRM