View Pipeline Logs

Depending on your role in WorkBook, you can view pipeline logs from the prospect 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 prospect card:

1. Display the prospect card. See Display the Prospect Card.
2. On the side toolbar of the prospect card, click Pipeline Log .