Add Next Pipeline Activity
Depending on your role in WorkBook, you can add a new pipeline activity after the previous one from the prospect card. This option enables you to mark the previous activity as done. Alternatively, you can add the next pipeline activity from the pipeline 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 add the next pipeline activity from the prospect card:
Parent Topic: Prospect Card