Open Resource Card of Contacts of Pipeline Activities

Use the Pipeline Activity List submodule to open the resource card of the contacts of pipeline activities.

To use the Pipeline Activity List submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To open the resource card of the contact of a pipeline activity:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click To-do > Pipeline Activity List.
3. Highlight the pipeline activity of the contact whose resource card you want to open.
4. Double-click on the corresponding Contact field.
   WorkBook opens the contact's resource card.