Delete Pipeline Activities (Pipeline Card)

Depending on your role in WorkBook, you can delete pipeline activities from the pipeline card. Alternatively, you can delete pipeline activities from the prospect card.

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 delete pipeline activities from the pipeline card:

1. Display the pipeline card. See Display the Pipeline Card.
2. On the side toolbar of the pipeline card, click Pipeline Resource Activities .
3. In the pipeline card grid, select the pipeline activity that you want to delete.
4. On the top toolbar of the pipeline card, click Delete Activity .