WorkBook

Create Pipeline Ratings

Use Pipeline Ratings in the CRM Setup submodule in the Settings module to create pipeline ratings.

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

To create a pipeline rating:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to create a pipeline rating.
  3. In the left pane of the Settings page, click CRM Setup > Pipeline Ratings.
  4. On the grid toolbar, click Create New Pipeline Rating .
  5. To edit the Rating Description field, double-click on it.