Add Next Pipeline Activity
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.
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 to a prospect or client from the main My Activities and All Activities grids: :
Parent Topic: All Activities