Configuring CRM Functionality: Implementation Checklist

The following tasks have been performed:

1. The initial configuration of the instance has been performed, as described in Preparing an Instance for Implementation
2. The minimum company settings have been specified and at least the minimum required functionality has been implemented for all other functional areas to be integrated with the CRM functionality as described in Company Without Branches: General Information
3. The system email accounts to be used for CRM have been configured, as described in System Email Accounts.

The Customer Management feature has been enabled. This feature provides the customer relationship management functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and marketing campaigns.

The following features have been enabled:

• Duplicate Validation in the Customer Management group of features: Provides the duplicate validation functionality, which you can use to set up and perform automatic validation of lead and contact records for duplicates. For an example of configuration, see Duplicate Validation.
• Sales Quotes in the Customer Management group of features: Gives you the ability to create opportunity-based sales quotes, send them to customers for review, and create sales orders and invoices based on these quotes.
• Address Lookup Integration in the Customer Management group of features: Gives you the ability to use the address enrichment functionality. With this feature enabled, integration with a web map service can be set up, and you can add new addresses, update existing addresses, and fill in the missing address information on the forms that have address information. For details, see Integrating MYOB Acumatica with Web Map Services.
• Scheduled Processing in the Monitoring & Automation group of features: Gives you the ability to create schedules for the automatic processing of documents. For details, see Scheduling Automated Processing.