Remove Selected 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 remove a selected pipeline rating:

  1. On the main toolbar, click Settings .
  2. In the left pane of the Settings screen, click CRM Setup > Pipeline Ratings.
  3. Highlight the pipeline rating you want to delete and on the grid toolbar, click Remove Selected Pipeline Rating .
  4. In the Remove Pipeline Rating dialog box, select from the drop-down list the replacement value for the pipeline rating you want to remove and then click OK.