Procedures Use the procedures in this section to manage your list of lost reasons. To use Pipeline Lost Reasons in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights under Settings. Related Topics:Add New Pipeline Lost Reasons Use Pipeline Lost Reasons in the CRM Setup submodule in the Settings module to add new pipeline lost reasons. Delete Pipeline Lost Reasons Use Pipeline Lost Reasons in the CRM Setup submodule in the Settings module to delete pipeline lost reasons. Search for Pipeline Lost Reasons Use Pipeline Lost Reasons in the CRM Setup submodule in the Settings module to search for pipeline lost reasons. Parent Topic: Pipeline Lost Reasons HomeWorkBook Online HelpSettingsCRM SetupPipeline Lost ReasonsProcedures
Procedures Use the procedures in this section to manage your list of lost reasons. To use Pipeline Lost Reasons in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights under Settings. Related Topics:Add New Pipeline Lost Reasons Use Pipeline Lost Reasons in the CRM Setup submodule in the Settings module to add new pipeline lost reasons. Delete Pipeline Lost Reasons Use Pipeline Lost Reasons in the CRM Setup submodule in the Settings module to delete pipeline lost reasons. Search for Pipeline Lost Reasons Use Pipeline Lost Reasons in the CRM Setup submodule in the Settings module to search for pipeline lost reasons. Parent Topic: Pipeline Lost Reasons HomeWorkBook Online HelpSettingsCRM SetupPipeline Lost ReasonsProcedures