Adding and Editing Opportunity Types of Work

Type of Work is an optional field that can be populated when an end user creates an Opportunity. For example, Consulting may be a Type of Work. There is no default set of items for Opportunity Type of Work. The Type of Work for Pipeline Management should be customized for your organization by your System Administrator.

To Add a Type of Work:

1. Click on the Settings tab.
2. Under Pipeline Management, select Type of Work.
3. Click Add Item.

4. Enter the label for the Type of Work.

   Type or work labels must be unique.

5. Do one of the following as needed:
   1. To disable (hide) the item, unmark the check box next to it.
   2. To enable (unhide) an Outcome Reason, mark the check box.
6. Save your changes.

To Edit a Type of Work:

1. Click on the Settings tab.
2. Under Pipeline Management, select Type of Work.

3. Click on the label and edit as needed for the Type of Work.

   Type or work labels must be unique.

4. Do one of the following as needed:
   1. To disable (hide) the item, unmark the check box next to it.
   2. To enable (unhide) an Outcome Reason, mark the check box.
   3. To delete the item, click the Delete button .
5. Save your changes.