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:

1. On the main toolbar, click CRM .
2. In the left navigation pane, click Pipeline Log.
3. 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.
4. Click Pipeline Log on the side toolbar of the pipeline card.