Duplicate Pipelines from the Prospect Card

Depending on your role in WorkBook, you can create duplicates of prospect/client pipelines from the prospect 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 duplicate a pipeline:

1. Display the prospect card. See Display the Prospect Card.
2. On the side toolbar of the prospect card, click Pipeline .
3. To display inactive pipelines and pipelines that are in progress, select Show Non-active Pipelines and In Progress on the top toolbar of the prospect card.
4. To find a specific pipeline that you want to duplicate, use the Search Grid field on the top toolbar of the prospect card.
5. In the prospect card grid, select the pipeline that you want to duplicate and click Duplicate Pipeline on the top toolbar of the card.
   WorkBook displays the pipeline card where you can modify information for the new pipeline.