Create Pipeline Status Codes

Use the Pipeline Status Codes submodule to create pipeline status codes.

To use the Pipeline Status Codes submodule, you must have access to Settings as defined in the User Access Rights submodule 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 system, use the drop-down list above the left pane of the Settings screen to select the company for which you want to create a pipeline status code.
3. In the left pane of the Settings screen, click CRM Setup > Pipeline Status Codes.
4. On the grid toolbar, click Create pipeline status code .
5. You can edit the Status description and Set new probability fields by double-clicking on the corresponding field.