All Activities
The All Activities module enables you to monitor all pipeline activities. In this module, you can also add new pipeline activities, add the next activity, update activity information, and display the prospect card where you can perform client - and prospect-related tasks.
- Related Topics:
- All Activities - Procedures
Depending on your role in WorkBook, you can add new pipeline activities, create the next pipeline activity, update pipeline activity information, and perform other prospect- and client-related tasks.
Parent Topic: CRM