Display the Activity Card Displaying the activity card depends on your location in WorkBook. Related Topics:Display the Activity Card from the Prospect Card Depending on your role in WorkBook, you can display the activity card from the prospect card. Alternatively, you can display the activity card from the pipeline card or from My Activities and All Activities in CRM. Display the Activity Card from the Pipeline Card Depending on your role in WorkBook, you can display the activity card from the pipeline card. Alternatively, you can display the activity card from the prospect card or from My Activities and All Activities in CRM. Display the Activity Card from My Activities and All Activities Depending on your role in WorkBook, you can display the activity card from My Activities and All Activities in CRM. Alternatively, you can display the activity card from the prospect card or from the pipeline card. Display the Activity Card from the Resource Information Card Depending on your role in WorkBook, you can display the activity card from the resource information card in Resources. Alternatively, you can display the activity card from the prospect card, pipeline card, My Activities, and All Activities in CRM. Parent Topic: Activity Card HomeWorkBook Online HelpCRMFields and OptionsActivity CardDisplay the Activity Card
Display the Activity Card Displaying the activity card depends on your location in WorkBook. Related Topics:Display the Activity Card from the Prospect Card Depending on your role in WorkBook, you can display the activity card from the prospect card. Alternatively, you can display the activity card from the pipeline card or from My Activities and All Activities in CRM. Display the Activity Card from the Pipeline Card Depending on your role in WorkBook, you can display the activity card from the pipeline card. Alternatively, you can display the activity card from the prospect card or from My Activities and All Activities in CRM. Display the Activity Card from My Activities and All Activities Depending on your role in WorkBook, you can display the activity card from My Activities and All Activities in CRM. Alternatively, you can display the activity card from the prospect card or from the pipeline card. Display the Activity Card from the Resource Information Card Depending on your role in WorkBook, you can display the activity card from the resource information card in Resources. Alternatively, you can display the activity card from the prospect card, pipeline card, My Activities, and All Activities in CRM. Parent Topic: Activity Card HomeWorkBook Online HelpCRMFields and OptionsActivity CardDisplay the Activity Card