Define Pipeline Partner Settings

Depending on your role in WorkBook, you can define pipeline partner settings 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 define pipeline partner settings:

1. Display the pipeline card. See Display the Pipeline Card.
2. On the side toolbar of the pipeline card, click Pipeline Partner Settings .
3. Select a partner and specify the sharing date and contact person.
   You can also mark the pipeline as a shared pipeline and enter partner information.