Create New Pipeline Activity Categories

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

To create a new pipeline activity category:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click CRM Setup > Pipeline Activity Categories.
3. On the grid toolbar, click Add .
4. You can edit the Categories field by double-clicking on it.