Search for Pipeline Activity Categories

Use the Pipeline Activity Categories submodule to search for pipeline activity categories.

To use the Pipeline Activity Categories submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To search for a pipeline activity category:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the pipeline activity category that you are looking for.
3. In the left pane of the Settings screen, click CRM Setup > Pipeline Activity Categories.
4. On the grid toolbar, use the Search field to enter a keyword associated with the pipeline activity category.