Create Pipelines From the Prospect Card
Depending on your role in WorkBook, you can create prospect/client pipelines from the prospect 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 create a pipeline from the prospect card:
-
On the side toolbar of the prospect card, click
Pipeline
.
-
On the top toolbar of the prospect card, click
Create a New Pipeline
.
-
Use the fields and options in the Create Pipeline dialog box to create a new pipeline.
You must specify the client group on the Dimensions
tab when creating a new pipeline.