Search for Pipeline Activity Types

Use Pipeline Activity Types in the CRM Setup submodule in the Settings module to search for 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 search for 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 are looking.
3. In the left pane of the Settings page, click CRM Setup > Pipeline Activity Types.
4. On the grid toolbar, use the Search field to enter a keyword that is associated with the pipeline activity type.