Remove Selected 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 remove a selected 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. Highlight the pipeline activity type you want to remove and on the grid toolbar, click Remove Pipeline Activity Type .
4. In the Replace Activity Type dialog box, select from the drop-down list the replacement value for the activity type you want to remove and then click OK.