WorkBook

Create Pipeline Activity Types

Use Pipeline Activity Types in the CRM Setup submodule in the Settings module to create pipeline activity types.

To use Pipeline Activity Types in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights under Settings.

To create a pipeline activity type:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to create a pipeline activity type.
  3. In the left pane of the Settings page, click CRM Setup > Pipeline Activity Types.
  4. On the grid toolbar, click Create Pipeline Activity Type .
  5. To edit the Activity Type and Category fields, double-click on the corresponding field.