Pipeline Card Use the procedures in this section to complete pipeline-related tasks. Related Topics:View or Update Pipeline Information Depending on your role in WorkBook, you can view or modify pipeline information such the pipeline status, probability, rating, start date, expected net and gross revenues, contact, and the employee responsible for the pipeline. Add New Pipeline Activities Depending on your role in WorkBook, you can add new pipeline activities from the pipeline card. Alternatively, you can add pipeline activities from the prospect card. Delete Pipeline Activities Depending on your role in WorkBook, you can delete pipeline activities from the pipeline card. Alternatively, you can delete pipeline activities from the prospect card. Add Next Pipeline Activity Depending on your role in WorkBook, you can add a new pipeline activity after the previous one from the pipeline card. This option enables you to mark the previous activity as done. View Pipeline Logs Depending on your role in WorkBook, you can view pipeline logs from the pipeline card. These logs show the changes made to the fields and options associated with each pipeline. Set Pipeline Dimensions Depending on your role in WorkBook, you can set pipeline dimensions from the pipeline card. Dimensions are created in Settings. Add Pipeline Budget Shares Depending on your role in WorkBook, you can add pipeline budget shares from the pipeline card. Define Pipeline Partner Settings Depending on your role in WorkBook, you can define pipeline partner settings from the pipeline card. Convert Pipelines Into Jobs Depending on your role in WorkBook, you can convert client pipelines to jobs from the pipeline card. You can convert only those pipelines that are not linked to any jobs. Convert Prospects Into Clients Depending on your role in WorkBook, you can convert prospects to clients from the pipeline card. You can only convert pipelines that are not linked to any jobs. Add Jobs to Pipelines Depending on your role in WorkBook, you can add jobs to pipelines from the pipeline card. Remove Jobs from Pipelines Depending on your role in WorkBook, you can remove jobs from pipelines from the pipeline card. Enter or Update Information About Lost Pipelines Depending on your role in WorkBook, you can enter or update information about lost pipelines from the pipeline card. Manage Pipeline Emails Depending on your role in WorkBook, you can manage pipeline emails from the pipeline card by deleting, moving, downloading, forwarding, or replying to them. You can also download all email attachments as zip files. . Manage Pipeline Folders and Documents Depending on your role in WorkBook, you can create, delete, or rename folders from the pipeline card and use them to upload, create, edit, rename, duplicate, and download files and documents. Manage Pipeline Conversations Depending on your role in WorkBook, you can manage pipeline conversations from the pipeline card by deleting them, marking them as favorites, adding conversation participants, editing subscription settings, adding reminders, and sending document attachments to conversation participants for their approvals. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresPipeline Card
Pipeline Card Use the procedures in this section to complete pipeline-related tasks. Related Topics:View or Update Pipeline Information Depending on your role in WorkBook, you can view or modify pipeline information such the pipeline status, probability, rating, start date, expected net and gross revenues, contact, and the employee responsible for the pipeline. Add New Pipeline Activities Depending on your role in WorkBook, you can add new pipeline activities from the pipeline card. Alternatively, you can add pipeline activities from the prospect card. Delete Pipeline Activities Depending on your role in WorkBook, you can delete pipeline activities from the pipeline card. Alternatively, you can delete pipeline activities from the prospect card. Add Next Pipeline Activity Depending on your role in WorkBook, you can add a new pipeline activity after the previous one from the pipeline card. This option enables you to mark the previous activity as done. View Pipeline Logs Depending on your role in WorkBook, you can view pipeline logs from the pipeline card. These logs show the changes made to the fields and options associated with each pipeline. Set Pipeline Dimensions Depending on your role in WorkBook, you can set pipeline dimensions from the pipeline card. Dimensions are created in Settings. Add Pipeline Budget Shares Depending on your role in WorkBook, you can add pipeline budget shares from the pipeline card. Define Pipeline Partner Settings Depending on your role in WorkBook, you can define pipeline partner settings from the pipeline card. Convert Pipelines Into Jobs Depending on your role in WorkBook, you can convert client pipelines to jobs from the pipeline card. You can convert only those pipelines that are not linked to any jobs. Convert Prospects Into Clients Depending on your role in WorkBook, you can convert prospects to clients from the pipeline card. You can only convert pipelines that are not linked to any jobs. Add Jobs to Pipelines Depending on your role in WorkBook, you can add jobs to pipelines from the pipeline card. Remove Jobs from Pipelines Depending on your role in WorkBook, you can remove jobs from pipelines from the pipeline card. Enter or Update Information About Lost Pipelines Depending on your role in WorkBook, you can enter or update information about lost pipelines from the pipeline card. Manage Pipeline Emails Depending on your role in WorkBook, you can manage pipeline emails from the pipeline card by deleting, moving, downloading, forwarding, or replying to them. You can also download all email attachments as zip files. . Manage Pipeline Folders and Documents Depending on your role in WorkBook, you can create, delete, or rename folders from the pipeline card and use them to upload, create, edit, rename, duplicate, and download files and documents. Manage Pipeline Conversations Depending on your role in WorkBook, you can manage pipeline conversations from the pipeline card by deleting them, marking them as favorites, adding conversation participants, editing subscription settings, adding reminders, and sending document attachments to conversation participants for their approvals. Parent Topic: Procedures HomeWorkBook Online HelpCRMProceduresPipeline Card