Display the Activity Card from the Pipeline Card

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

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 the pipeline card:

1. Display the pipeline card. See Display the Pipeline Card.
2. On the side toolbar of the pipeline card, click Activities .
3. In the pipeline card grid, select an activity.
4. On the right edge of the top toolbar of the pipeline card, click Show/Hide Activity Card .