Admin Console: Difference between revisions

Admin Console (view source)

9 bytes added , 9 April 2021

9,277

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 == Entity maps ==
-Select '''Data > Entity Maps''' from the menu to display entity-to-entity [[relationship]]s. You can define new relationships, edit or delete existing ones. You can export entries to a file in .csv format, or import new entries from a file.
+Select '''Data > Entity Maps''' from the menu to manage entity maps. Entity maps serve for the conversion of one entity record to a record of another entity. This is typically used in sales scenarios, where you convert a lead into an opportunity, etc.
-To define a new relationship:
+To define a new entity map:
 # Select '''New''' from the toolbar.
 # Select a source and a target entity and click '''Save'''.