RB User Guide

Entities

Entities in RB are individuals, businesses, places, or discrete parts of your company, such as revenue centers or branch offices.

• Firms
• Contacts
• Resources
• Locations
• Business Units

Reference

• Lists > Firms
• Lists > Contacts
• Lists > Resources
• Lists > Locations
• System Preferences > Entities

Step-by-step instructions

• Adding firms to RB
• Updating firms
• Adding contacts to RB
• Updating contacts
• Adding resources to RB
• Updating resources
• Adding locations to RB
• Updating locations
• Setting up business units
• Updating business units
• Removing entities