View Prospect/Client Contact Pipelines

Depending on your role in WorkBook, you can view prospect/client contact pipelines.

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 view prospect/client contact pipelines:

1. Display the contact card. See Display the Contact Card.
2. On the side toolbar of the contact card, click Resource-related Items .
3. On the top toolbar of the contact card, click the View Pipeline Relations This Resource is On tab.
4. To find a specific pipeline, use the Search field on the top toolbar of the contact card.