View Pipeline Logs
Depending on your role in WorkBook, you can view pipeline logs.
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 view pipeline logs:
-
On the main toolbar, click
CRM
.
- In the left navigation pane, click Pipeline Log.
-
To view the pipeline logs for a specific pipeline, select the pipeline in the grid and click
Show/Hide Pipeline Resource Log Details
on the right edge of the grid toolbar to display the pipeline card.
-
Click
Pipeline Log
on the side toolbar of the pipeline card.
Parent Topic: Pipeline Log