Enable Auto Creation

Path: App Builder -> Entities -> Manage Entities

  1. Click on the “Manage Entities” tab.wps81 978935150
  2. Click on “Leads” entity.wps84 992766988
  3. Click on “Settings”.wps83 643286671
  4. Click the checkbox “Enable Sales Report”.
  5. Click the checkbox “Enable Auto Work Creation”.
  6. Select “On Entity Creation” in the Select Type field.
  7. Enter “Manage Leads” in the Select Activity Specs field.
  8. Click “Apply”.wps82 1931036715