Activity Card Use the procedures in this section to complete tasks related to pipeline activities. Related Topics:View or Update Pipeline Activity Information Depending on your role in WorkBook, you can view or modify pipeline activity information. Mark Pipeline Activities as Done Depending on your role in WorkBook, you can mark pipeline activities as done. Add Pipeline Activities to the Calendar Depending on your role in WorkBook, you can add pipeline activities to the calendar. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresActivity Card
Activity Card Use the procedures in this section to complete tasks related to pipeline activities. Related Topics:View or Update Pipeline Activity Information Depending on your role in WorkBook, you can view or modify pipeline activity information. Mark Pipeline Activities as Done Depending on your role in WorkBook, you can mark pipeline activities as done. Add Pipeline Activities to the Calendar Depending on your role in WorkBook, you can add pipeline activities to the calendar. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresActivity Card