Enable Active Status of 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 enable the active status of 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 enable the active status of and then select the Active checkbox.
  4. If you want to disable the active status of the pipeline activity type, unselect the Active checkbox.