Display the Activity Card from My Activities and All Activities

Depending on your role in WorkBook, you can display the activity card from My Activities and All Activities in CRM. Alternatively, you can display the activity card from the prospect card or 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 display the activity card from My Activities and All Activities:

1. On the main toolbar, click CRM .
2. In the left navigation pane, click any of the following:.
   • My Activities
   • All Activities
3. In the grid, select an activity.
4. On the right edge of the grid toolbar, click Show/Hide Activity Card .