View or Update Pipeline Information

Depending on your role in WorkBook, you can view or modify pipeline information such the pipeline status, probability, rating, start date, expected net and gross revenues, contact, and the employee responsible for the 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 or update pipeline information:

1. Display the pipeline card. See Display the Pipeline Card.
2. On the side toolbar of the pipeline card, click Pipeline Details .
3. Update the pipeline information as needed.