Add Next Pipeline Activity

Depending on your role in WorkBook, you can add a new pipeline activity after the previous one from the prospect card. This option enables you to mark the previous activity as done. Alternatively, you can add the next pipeline activity from the pipeline card.

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 add the next pipeline activity 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 the pipeline activity that will precede the activity that you are creating.
4. On the top toolbar of the prospect card, click Create Next Activity .
5. Use the fields and options in the Add Next Pipeline Activity dialog box to create the next activity.
   You have the option to set the previous activity and the activity that you are creating as done.