Create Entity

  1. From the Home page, go to the main menu on the top-right corner.
  2. Click on “Create Entity”.wps34 1149099571

In the “Start” tab.

  1. Enter “Entity Name” field, enter a suitable name for the entity.
  2. Enter “Entity Description” field, enter a short description that summarizes the purpose of the entity.
  3. Enter “Alias Name”.
  4. Fields marked with an asterisk (*) are mandatory.
  5. Click “Next”.wps35 668895339

In the Edit Fields tab.

  1. In the Fields section, locate the field named “Entity Name.”
  2. Update its Label Name to “Company Name.”
  3. Search for the Pick List field type, then drag and drop it into the Fields canvas.
  4. In the properties panel, set the Label Name to “Source.”
  5. From the List dropdown, select “Lead Source.”
  6. Search for the Button Grouping field type, then drag and drop it into the Fields canvas.
  7. In the properties panel, set the Label Name to “Status.”
  8. From the List dropdown, select “Status Master.”
  9. Enable the “Can Edit in View” checkbox.
  10. Search for the Text field type, then drag and drop it into the Fields canvas.
  11. In the properties panel, set the Label Name to “Contact Person.”
  12. Search for the Phone field type, then drag and drop it into the Fields canvas.
  13. Search for the Email field type, then drag and drop it into the Fields canvas.
  14. Search for the Text field type again, then drag and drop it into the Fields area.
  15. In the properties panel, set the Label Name to “Address.”
  16. Search for the Number field type, then drag and drop it into the Fields canvas.
  17. In the properties panel, set the Label Name to “Ticket Value.”
  18. Search for the Employee field type, then drag and drop it into the Fields canvas.
  19. In the properties panel, set the Label Name to “Sales Owner.”
  20. From the Type dropdown, select “Computed.”
  21. Click “Click Here for Computations.”
  22. In the computation options, select “Filled By (E1009_E25).”
  23. Click “Done” to save.

Click “Next”.wps37 1654177521wps38 1890758037

In Entity settings tab.

  1. In the Entity Settings section, skip this step as it is non-mandatory.
  2. Click “Next”.wps39 1717980733

In Mange forms tab

  1. In the Entity Settings section, skip this step as it is non-mandatory.
  2. Click “Next”.wps40 596937206

In Configure Activity tab

  1. In the Configure Activity section, skip this step as it is non-mandatory.
  2. Click “Skip”.wps41 1983308340

In Proximity Settings tab

  1. In the Proximity Settings section, skip this step as it is non-mandatory.
  2. Click “Next”.wps42 793035379

In App Configuration tab

  1. In the App Configuration, select all the available checkboxes.
  2. Click “Next”.wps43 523723344