Remove Pipeline Activity Categories

Use Pipeline Activity Categories in the CRM Setup submodule in the Settings module to remove pipeline activity categories.

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

To remove a pipeline activity category:

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 from which you want to remove a pipeline activity category.
3. In the left pane of the Settings page, click CRM Setup > Pipeline Activity Categories.
4. Highlight the pipeline activity category that you want to remove, and on the grid toolbar, click Remove Selected Row .
   Note: There is no confirmation dialog box for this action. WorkBook removes the pipeline activity category immediately.