Create Pipelines From the Main Grid

Depending on your role in WorkBook, you can create pipelines from the main grid in CRM. Alternatively, you can create pipelines from the prospect card in Pipelines, My Activities, Clients & Prospects List, and All Activities in CRM, and from the resource information card in Resources.

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 create pipelines from the main grid in the Pipelines module:

1. On the main toolbar, click CRM .
2. In the left navigation pane, click Pipelines.
3. On the grid toolbar, click Create New Pipeline .
4. Use the fields and options in the Create New Pipeline dialog box to create a new pipeline.
   You must specify the client group on the Dimensions tab when creating a new pipeline.