To create Pipeline Types and assign fields to them for each role within CRM, follow these steps:
Step 1 Log into CRM
Step 2 On the landing page, click on Administration from the main menu
Step 3 Hover the mouse over Setup, and click on CRM Settings
Step 4 Click the Pipeline Types tab
Step 5 To create a new Pipeline Type, click the Add New button
5.1 Type the name of the Pipeline Type into the Name box
5.2 To select Roles that will have access to the Pipeline Type, click the drop-down arrow in the Roles box
5.3 Click on all of the desired role(s) to select them
5.4 By default, the Active box will be checked. To deactivate, uncheck the Active box
5.5 Click the Save button
Step 6 To define to the Field Layout for the Pipeline Type, click on the Pipeline Type within the list
6.1 To add a field to the layout, click on the desired field in the list
6.2 Click the Add Field button
Repeat the steps to add more fields
Step 7 To mark a field as required, place a check mark in the box to the left of the field name
7.1 To mark all fields as required, place a check mark in the Require All box
Step 8 To remove a field that has been added, click on the X located to the right of the field
Step 9 To adjust the order of the field, click on the three dots to the right of the field, drag and drop in the desired location
Step 10 To copy fields from another Pipeline Type, click the drop-down arrow in the “Copy all fields from” box
10.1 Click the Pipeline Type from within the list
10.2 The fields will auto-populate in the Field Layout once the “Copy all fields from” type is selected
Repeat the previous steps to set the preferred layout
Step 11 To edit an existing Pipeline Type field layout, click on the desired Pipeline Type name
11.1 Repeat the steps above to add or remove fields
11.2 Click the Save button to retain any changes made
Step 12 To edit the Name or Active status of a Pipeline Type, click the edit button next to the Pipeline name
12.1 Make the desired changes
12.2 Click Save button to retain changes
Article Reference: CLTX512