New
New Screens
You can create a new
- Account
- Contact
- Lead
- Opportunity
- Case
Activities (communications like email and phone) are created by filing an email and logging call notes
NOTE: Creatio application logic is bypassed as the Accelerator system uses the oData 4.0 API to create records
1. Account
- Name
- Type
- Industry Id
- Website
- Phone
- Address (Type, Street, City, Region, Zip, Country)
- Contact (Name, Email, Phone)
2. Contacts
- Name
- Type
- Account (set from the context if there is one)
- Job title
- Mobile Phone
- Address (Type, Street, City, Region, Zip, Country)
Note: If we create a contact when in the context of an Account the fields "Street, City, Region, Zip, Country" will be copied from Account. "Type" will not be copied as these are not necessarily matching between Account and Contact.
3. Lead
- Customer Need
- Contact (set from the context if there is one)
- Account (set from the context if there is one)
- Lead Type Status
- Comments
Default Stage is set from the lookup "qualifystatus". The first item in this is the default value.
4. Opportunities
- Contact (set from the context if there is one)
- Account (set from the context if there is one)
- Title
- Amount
- Due Date
- Description
Default Stage is set from the lookup "opportunitystage". The first item in this is the default value.
5. Case
- Contact (set from the context if there is one)
- Account (set from the context if there is one)
- Priority
- Category
- Service Item
- Subject
Default Stage is set from the lookup "casestatus". The first item in this is the default value.
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When a new record is created from Accelerator in Creatio an Activity record is created also flagging this.
