WorkBook

Remove Pipeline Activity Types

Use Pipeline Activity Types in the CRM Setup submodule in the Settings module to remove 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 remove 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 from which you want to remove a pipeline activity type.
  3. In the left pane of the Settings page, click CRM Setup > Pipeline Activity Types.
  4. Highlight the pipeline activity type that you want to remove, and on the grid toolbar, click Remove Pipeline Activity Type .
  5. In the Replace Activity Type dialog box, use the drop-down list to select the replacement value for the activity type that you want to remove, and click OK.