Pipelines Use the procedures in this section to manage your pipelines. Related Topics: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. Duplicate Pipelines From the Main Grid Depending on your role in WorkBook, you can create duplicates of prospect and client pipelines from the main grid in CRM > Pipelines. Alternatively, you can duplicate pipelines from the prospect card in Pipelines, Clients & Prospects List, My Activities, and All Activities in CRM, and from the resource information card in Resources. Add a Contact to a Prospect or Client Depending on your role in WorkBook, you can add contacts to prospects and clients in the prospect card in CRM > Pipelines. Alternatively, you can add contacts to prospects and clients in the prospect card in Clients & Prospects List, My Activities, and All Activities in CRM, and in the resource information card in Resources. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresPipelines
Pipelines Use the procedures in this section to manage your pipelines. Related Topics: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. Duplicate Pipelines From the Main Grid Depending on your role in WorkBook, you can create duplicates of prospect and client pipelines from the main grid in CRM > Pipelines. Alternatively, you can duplicate pipelines from the prospect card in Pipelines, Clients & Prospects List, My Activities, and All Activities in CRM, and from the resource information card in Resources. Add a Contact to a Prospect or Client Depending on your role in WorkBook, you can add contacts to prospects and clients in the prospect card in CRM > Pipelines. Alternatively, you can add contacts to prospects and clients in the prospect card in Clients & Prospects List, My Activities, and All Activities in CRM, and in the resource information card in Resources. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresPipelines