How do I configure closed states for a module?

Follow these steps to create a closed state: 

1. Log in to your CRM account.
2. Click the User Menu on the top right corner of the CRM screen.
3. Click Settings.
   • This will take you to the Settings page.
4. Look for the Module Management section.
5. Select Module Layouts & Fields.
6. Choose a module from the Select Module drop-down.
7. Click the Closed States tab.
   • You will see the pre-selected picklist field for the selected module. For some modules, you must select a picklist to configure a closed state.
   • Note: Some modules cannot have closed states, which is why you will not see the Closed States tab for them.
8. Click on a status in the table to mark it as a closed state. 
   • You can identify closed states by a checkmark under the Closed column.
9. Click Save.

Note: You can configure closed states only if you are an Admin user.