Remove Jobs from Pipelines

Depending on your role in WorkBook, you can remove jobs from pipelines from the pipeline 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 remove jobs from a pipeline:

1. Display the pipeline card. See Display the Pipeline Card.
2. On the side toolbar of the pipeline card, click Convert Pipeline to Job .
3. In the pipeline card grid, select the job that you want to remove from the pipeline.
4. On the top toolbar of the pipeline card, click Delete Job from Pipeline .