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.

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 display the activity card from the prospect card:

1. Display the prospect card. See Display the Prospect Card.
2. On the side toolbar of the prospect card, click Activities .
3. In the prospect card grid, select an activity.
4. On the right edge of the top toolbar of the prospect card, click Show/Hide Activity Card .