Create Entity

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

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”.

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”.

In Entity settings tab.

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

In Mange forms tab

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

In Configure Activity tab

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

In Proximity Settings tab

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

In App Configuration tab

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