Delete Pipeline Activities
Depending on your role in WorkBook, can delete pipeline activities from the prospect card. Alternatively, you can delete pipeline activities 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 delete pipeline activities from the prospect card:
- Display the prospect card. See Display the Prospect Card.
-
On the side toolbar of the prospect card, click
Activities
.
- In the prospect card grid, select the pipeline activity that you want to delete.
-
On the top toolbar of the prospect card, click
Delete Activity
.
Parent Topic: Prospect Card