Pipelines
The Pipelines module enables you to manage pipeline-related activities, settings, and information. In this module, you can convert pipelines to jobs, update pipeline information, add pipeline activities and budget shares, define pipeline dimensions, view pipeline logs, and manage pipeline-related documents, emails, and conversations.
- Related Topics:
- Pipelines - Procedures
Depending on our role in WorkBook, you can convert pipelines to jobs, update pipeline information, add pipeline activities and budget shares, manage prospect and client contacts, define pipeline dimensions, view pipeline logs, manage pipeline-related documents, emails, and conversations, and perform other prospect- and client-related tasks.
Parent Topic: CRM