Set Pipeline Dimensions

Depending on your role in WorkBook, you can set pipeline dimensions from the pipeline card. Dimensions are created in Settings.

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 define pipeline dimensions:

1. Display the pipeline card. See Display the Pipeline Card.
2. On the side toolbar of the pipeline card, click Pipeline Dimensions .
3. Set the pipeline dimensions.