Create Pipeline Ratings

Use the Pipeline Ratings submodule to create pipeline ratings.

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

To create a pipeline rating:

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 for which you want to create a pipeline rating.
3. In the left pane of the Settings screen, click CRM Setup > Pipeline Ratings.
4. On the grid toolbar, click Create new pipeline rating .
5. You can edit the Rating description field by double-clicking on it.