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How do I configure closed states for a module?

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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.
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