All Activities Use the procedures in this section to manage pipeline activities. Related Topics:Add New Pipeline Activities 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 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. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresAll Activities
All Activities Use the procedures in this section to manage pipeline activities. Related Topics:Add New Pipeline Activities 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 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. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresAll Activities