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1. From CRM module, click Sales Entities. Sales Entity screen will appear. (If there are no existing entity, New entity screen will appear)
2. Click New toolbar button. This Create New Entity screen will appear:
3. Provide entity details then click Find Duplicates button. Duplicate Entities screen will appear, click Add button to proceed.
4. Once entity screen appears, provide the required fields.
5. Click Save button to create Prospect.
Overview
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