Open Resource Card of Contacts of Pipeline Activities

Use Pipeline Activity List in the To-Do submodule in the Tasks module to open the resource card of the contacts of pipeline activities.

To use Pipeline Activity List, you must have access to Tasks as defined in User Access Rights under Settings.

To open the resource card of the contact of a pipeline activity:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click To-Do > Pipeline Activity List.
3. Highlight the pipeline activity of the contact whose resource card you want to open.
4. Double-click on the corresponding Contact field.
   WorkBook opens the contact's resource card.