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9 bytes added ,  10:34, 9 April 2021
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== Entity maps ==
 
== Entity maps ==
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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.
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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.
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To define a new relationship:
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To define a new entity map:
 
# Select '''New''' from the toolbar.
 
# Select '''New''' from the toolbar.
 
# Select a source and a target entity and click '''Save'''.
 
# Select a source and a target entity and click '''Save'''.

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