Enable Active Status of Pipeline Activity Types

Use Pipeline Activity Types in the CRM Setup submodule in the Settings module to enable the active status of 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 enable the active status of 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 that contains the pipeline activity type for which you want to enable the active status.
3. In the left pane of the Settings page, click CRM Setup > Pipeline Activity Types.
4. Highlight the pipeline activity type for which you want to enable the active status, and select the Active check box.
5. To disable the active status of the pipeline activity type, deselect the Active check box.