Create a New Pipeline From the Resource Contact Card

Depending on your role in WorkBook, you can create pipelines for contacts in Resources. Alternatively, you can create new pipelines for prospect and client contacts in CRM.

Note: You must have permission to add, delete, and modify resources to complete this task.

To create a new pipeline from the resource contact card:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the resource associated with the contact for whom you want to create a pipeline by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information /.
5. On the side toolbar of the resource information card, click Contacts .
6. Click the initials of the contact to display the contact card or click Toggle Resource Card on the top toolbar of the resource information card.
7. On the side toolbar of the contact card, click Resource-related Items .
8. On the top toolbar of the contact card, click the View Pipeline Relations This Resource is On tab.
9. Click Create New Pipeline on the top toolbar of the contact card.
10. Use the fields and options in the Create New Pipeline dialog box to create a new pipeline.