This section details the standard procedure to create and edit (update) an entity like Lead.
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Ensure either Editor 1 OR Editor 2 is free.
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To create an entity locate 'New <entity name> ' on the navigation tree and double click OR press enter on it. Alternatively, click on 'New' menu and click on the entity you want to create. Example: New Lead, New Employee.
Supply the data for the new entity in the editor and press Save.
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To edit an entity, you must first list it in the search result grid. Select the row, right click, and then press 'Edit....' on the pop-up menu. Make changes to the entity in the editor and press Save.
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Creating and editing a Document is slightly different and it is explained elsewhere in the document. This is because a file is associated with every Document.
![[Note]](images/note.png)
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Note |
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Fields marked with a * are mandatory. That is, you cannot leave those fields blank. Example: Lead Date. |
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