Settings

Before you can start working with the Sales Application, you need to indicate the location in the Organization Application where new relations added in Sales – Relations will be saved. This is a folder in the Organization Application, for example a folder named ‘Relations’.

Go to the element ‘Settings’ in the Sales tree. Then click on ‘Edit’ in the toolbar. In the field ‘Storage location in Organization’, type the name of the folder where you want to save relations. You will see several suggestions. Select the correct folder and click on ‘save’.

You can now start working with the Sales Application.