Search for Pipeline Ratings

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

To search for a pipeline rating:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click CRM Setup > Pipeline Ratings.
  3. On the grid toolbar, click on the Search field and then enter a keyword related to the pipeline rating.