Pipeline Activity Types
Use Pipeline Activity Types under Settings to configure activity types. In WorkBook, activity types help you filter screens, making it easier for you to find the data that you need. You can create and remove pipeline activity types and assign activity categories to each activity type. You can also create and remove pipeline activity categories in .
To use the Pipeline Activity Types submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.
You can use pipeline activity categories in
and in .- Related Topics:
- Procedures
Use the procedures in this section to configure activity types.
Parent Topic: CRM Setup