My 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. Related Topics:Add New Pipeline Activities (My Activities and All Activities Grids) Depending on your role in WorkBook, you can add pipeline activities to prospects and clients from the main grids in My Activities and All Activities in CRM. Add Next Pipeline Activiy (My Activities and All Activities Grids) Depending on your role in WorkBook, you can add a new pipeline activity after the previous one from the main grids in My Activities and All Activities in CRM. This option enables you to mark the previous activity as done. Parent Topic: My Activities HomeCRMMy ActivitiesMy Activities - Procedures
My 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. Related Topics:Add New Pipeline Activities (My Activities and All Activities Grids) Depending on your role in WorkBook, you can add pipeline activities to prospects and clients from the main grids in My Activities and All Activities in CRM. Add Next Pipeline Activiy (My Activities and All Activities Grids) Depending on your role in WorkBook, you can add a new pipeline activity after the previous one from the main grids in My Activities and All Activities in CRM. This option enables you to mark the previous activity as done. Parent Topic: My Activities HomeCRMMy ActivitiesMy Activities - Procedures