Create New Pipeline Status Codes

To use the Pipeline status codes submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To create a new pipeline status code:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click CRM Setup > Pipeline Status Codes.
3. On the grid toolbar, click Create Pipeline Status Code .
4. You can edit the Status Description and Set New Probability fields by double-clicking on the corresponding field.