If you are using Business Manager for the first time, it is suggested that you populate the database with the following entities:
Employees.
Contacts.
Regions (Click List -> Region and review the prepopulated list).
Document Types (Click List -> Document Type menu and review the prepopulated list).
Competitors.
Industries (Click List -> Industry menu and review the prepopulated list).
Lead Sources (Click List -> Lead Source menu and review the prepopulated list).
Visit Types (Click List -> Visit Type menu and review the prepopulated list).
Reason Codes (Click List -> Reason Code menu and review the prepopulated list).
Example: To add a new Employee, double click on 'New Employee' or click 'New -> Employee' menu.