Display the Pipeline Card from Pipeline Log

Depending on your role in WorkBook, you can display the pipeline card from Pipeline Log 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 pipeline card from Pipeline Log:

1. On the main toolbar, click CRM .
2. In the left navigation pane, click Pipeline Log.
3. In the grid, select a pipeline log.
4. On the grid toolbar, click Show/Hide Pipeline Resource Log Details .