Procedures Use the procedures in this section to configure activity categories. To use Pipeline Activity Categories in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights under Settings. Related Topics:Create Pipeline Activity Categories Use Pipeline Activity Categories in the CRM Setup submodule in the Settings module to create pipeline activity categories. Remove Pipeline Activity Categories Use Pipeline Activity Categories in the CRM Setup submodule in the Settings module to remove pipeline activity categories. Search for Pipeline Activity Categories Use Pipeline Activity Categories in the CRM Setup submodule in the Settings module to search for pipeline activity categories. Parent Topic: Pipeline Activity Categories HomeWorkBook Online HelpSettingsCRM SetupPipeline Activity CategoriesProcedures
Procedures Use the procedures in this section to configure activity categories. To use Pipeline Activity Categories in the CRM Setup submodule, you must have access to Settings as defined in User Access Rights under Settings. Related Topics:Create Pipeline Activity Categories Use Pipeline Activity Categories in the CRM Setup submodule in the Settings module to create pipeline activity categories. Remove Pipeline Activity Categories Use Pipeline Activity Categories in the CRM Setup submodule in the Settings module to remove pipeline activity categories. Search for Pipeline Activity Categories Use Pipeline Activity Categories in the CRM Setup submodule in the Settings module to search for pipeline activity categories. Parent Topic: Pipeline Activity Categories HomeWorkBook Online HelpSettingsCRM SetupPipeline Activity CategoriesProcedures