WorkBook

Create Pipeline Status Codes

Use Pipeline Status Codes in the CRM Setup submodule in the Settings module to create pipeline status codes.

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

To create a pipeline status code:

  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 status code.
  3. In the left pane of the Settings page, click CRM Setup > Pipeline Status Codes.
  4. On the grid toolbar, click Create Pipeline Status Code .
  5. To edit the Status Description and Set New Probability fields, double-click on the corresponding field.