Search for Pipeline Ratings

Use the Pipeline Ratings submodule to search for 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 search for 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 containing the pipeline rating that you are looking for.
3. In the left pane of the Settings screen, click CRM Setup > Pipeline Ratings.
4. On the grid toolbar, use the Search field to enter a keyword associated with the pipeline rating.