Entity Configuration

Once you successfully authenticate the CRM, you can enable the CRM entities from the Entity Configuration.


You will get the list of the CRM Entities that are related to contact and account.


You can search the entities from the list of the “CRM Entities” and “Portal Entities” by inserting the entity name in the search box.


You can simply drag and drop from CRM Entities column to Portal Entities to enable the entity for the Portal. Similarly, if you want to disable any entity, you need to drag and drop from Portal Entities to CRM Entities.


At the bottom, you will find the Save button. After selecting the entities, click on the Save button to enable the entities for the Portal.