Remove Pipeline Activity Categories

Use the Pipeline Activity Categories submodule to remove 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 remove 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 from which you want to remove a pipeline activity category.
3. In the left pane of the Settings screen, click CRM Setup > Pipeline Activity Categories.
4. Highlight the pipeline activity category that you want to remove and on the grid toolbar, click Remove selected rRow .
   Note: There is no confirmation dialog box for this action. WorkBook removes the pipeline activity category at once.