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.

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 from the pipeline card:

1. Display the pipeline card. See Display the Pipeline Card.
2. On the side toolbar of the pipeline card, click Pipeline Log .
   WorkBook displays the pipeline logs.