Create New 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 create a new 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 Create New Pipeline Rating .
4. You can edit the Rating Description field by double-clicking on it.