How Do I Enable/Disable Pipelines?

To enable/disable a pipeline:

  1. In the Action Bar, click the Edit Pipeline icon, and under Modules, select Pipelines.

    Edit Pipeline

  2. Under the Action column, click Edit Activity Set to edit the name of the pipeline.

  3. Under the Enable column, select the check box and click the Save button.

    The pipeline is enabled or disabled as per your selection.

    Edit Pipeline

    Note: The pipelines that are used in a sales opportunity cannot be disabled or deleted.

How to Set a Stage for a Sales Opportunity?

How Do I Enable/Disable an Activity Set?

Creating Sales Opportunities

Viewing Sales Opportunities


Frequently Asked Questions