How to Active / Inactive the CRM Pipeline?

How to Active / Inactive the CRM Pipeline?

  1. Go to the Service menu and under the PureCRM tab open PureCRM Status & Pipeline


  1. Now Click on the Pipeline tab as shown in the given image.


  1. Click on the blue button as shown in the given image for the pipeline to make it inactive.

When the button turns grey the pipeline is inactivated.


  1. To Active any pipeline clicks on the grey button as shown in the given image.

When the button turns blue the pipeline is activated 


Only the Active pipeline will be available in the CRM view to manage the opportunity cards  

                              
                        
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