Create New Pipeline Activity Types

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

To create a new pipeline activity type:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click CRM Setup > Pipeline Activity Types.
3. On the grid toolbar, click Create Pipeline Activity Type .
4. You can edit the Activity Type and Category fields by double-clicking on the corresponding field.