A CRM delivers real value when it’s tailored to how your team works. This tutorial provides a walkthrough of Entity Manager and describes how to structure and customize your CRM.
Interactive demo — click through at your own pace.
In this video guide, you’ll find out how to:
create new entity types for storing custom data
add custom fields to entities
hide or show fields based on specific conditions
change Detail, Edit, and List views for any entity
Next step
Try it in EspoCRM
Open a working demo and follow the same steps in a real system.
