Entity Management
Set up the system your users rely on for creating and managing entities and their relationships.
- Configuring Entity Management Settings in Sentir
- Configuring Key Entity Flows in Sentir
- Understanding and Using Entity Name Formatting in Sentir
- Managing Mailing Label Settings in Sentir
- Creating and Managing Service Types in Sentir
- Understanding Deliverables in Sentir
- Creating and Managing Deliverables in Sentir
- Creating Custom Stages for Deals and Services in Sentir
- Creating Relationship Types in Sentir
- Managing Client Marriages in Sentir
- Managing Other Definitions Options in Sentir
- Understanding Policies and Policy Coverage in Sentir