Create Pipelines From the Prospect/Client Contact Card

Depending on your role in WorkBook, you can create pipelines for prospect/client contacts 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/client card:

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. on the top toolbar of the contact card, click Create Pipeline .
5. Use the fields and options in the Create Pipeline dialog box to create a new pipeline.