Install and configure Lead to Cash Core
Install the Lead to Cash Core application, which enables you to compose and build workflows that your organization maintains for the life cycle of a sold product.
This mapping provides your users with a unified workflow experience across different entities.
Admins and users with various roles complete the following configurations tasks to use lead to cash.
| Task | Description |
|---|---|
| Entity configuration and mapping | Map entities that define a structure and transfers data from the source entity to the target entity. |
| Create an entity configuration | Use entities to compose a workflow between two entities so that you can update their existing configurations and perform the required Suspend, Resume, or Disconnect actions on a sold product. |
| Create an entity mapping | Create an entity mapping to perform the declarative actions like Suspend, Resume, or Disconnect actions on a sold product. |