Search for Pipeline Activity Categories

Use Pipeline Activity Categories in the CRM Setup submodule in the Settings module to search for 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 search for 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 that contains the pipeline activity category for which you are looking.
3. In the left pane of the Settings page, click CRM Setup > Pipeline Activity Categories.
4. On the grid toolbar, use the Search field to enter a keyword that is associated with the pipeline activity category.