Display the Pipeline Card Displaying the pipeline card depends on your location in WorkBook. Related Topics:Display the Pipeline Card from Pipelines Depending on your role in WorkBook, you can display the pipeline card from Pipelines in CRM. Display the Pipeline Card from My Activities Depending on your role in WorkBook, you can display the pipeline card from My Activities in CRM. Display the Pipeline Card from Clients and Prospects List Depending on your role in WorkBook, you can display the pipeline card from Clients & Prospects List in CRM. Display the Pipeline Card from All Activities Depending on your role in WorkBook, you can display the pipeline card from All Activities in CRM. Display the Pipeline Card from Pipeline Log Depending on your role in WorkBook, you can display the pipeline card from Pipeline Log in CRM. Display the Pipeline Card from the Resource Information Card Depending on your role in WorkBook, you can display the pipeline card from the resource information card in Resources. Parent Topic: Pipeline Card HomeWorkBook Online HelpCRMFields and OptionsPipeline CardDisplay the Pipeline Card
Display the Pipeline Card Displaying the pipeline card depends on your location in WorkBook. Related Topics:Display the Pipeline Card from Pipelines Depending on your role in WorkBook, you can display the pipeline card from Pipelines in CRM. Display the Pipeline Card from My Activities Depending on your role in WorkBook, you can display the pipeline card from My Activities in CRM. Display the Pipeline Card from Clients and Prospects List Depending on your role in WorkBook, you can display the pipeline card from Clients & Prospects List in CRM. Display the Pipeline Card from All Activities Depending on your role in WorkBook, you can display the pipeline card from All Activities in CRM. Display the Pipeline Card from Pipeline Log Depending on your role in WorkBook, you can display the pipeline card from Pipeline Log in CRM. Display the Pipeline Card from the Resource Information Card Depending on your role in WorkBook, you can display the pipeline card from the resource information card in Resources. Parent Topic: Pipeline Card HomeWorkBook Online HelpCRMFields and OptionsPipeline CardDisplay the Pipeline Card