Add Pipeline Activities to the Calendar

Depending on your role in WorkBook, you can add pipeline activities to the calendar.

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 a pipeline activity to the calendar:

1. Display the activity card. See Display the Activity Card.
2. To add the activity to the calendar, select Add to Calendar.
   Alternatively, you can select Add to Calendar in the grid.