View Pipeline Projects

Depending on your role in WorkBook, you can view the 12-month forecasts for leads and opportunities. You can also display lost pipelines and pipeline projects that are in progress.

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 projects:

1. On the main toolbar, click CRM .
2. In the left navigation pane, click 12-Month Summary Forecast.
3. Click the Pipeline Projects tab.
   You can use filters to refine the information displayed.
4. To display the pipelines that were lost, select Show Cold/Lost Pipelines on the grid toolbar.
5. To display the pipelines that are in progress, select Show Quotation/In Progress on the grid toolbar.