Search for Pipeline Status Codes

Use the Pipeline Status Codes submodule to search for pipeline status codes.

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

To search for a pipeline status code:

  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 status code that you are looking for.
  3. In the left pane of the Settings screen, click CRM Setup > Pipeline Status Codes.
  4. On the grid toolbar, use the Search field to enter a keyword associated with the pipeline status code.