Lead Classes: Implementation Activity

The following implementation activity will show you how to create a lead class.

Attention: You will perform this activity by using the U100 dataset. In U100, you can also view examples of CRM classes that have been already created and contain all additional settings. If you have configured a company with basic settings and you want to practice creating a CRM class in this company, use the admin user to complete the activity.

Story

Suppose that you are an implementation consultant for the SweetLife Fruits & Jams company, and you need to create a new lead class, MALL, and make it the default class to be specified for each newly created lead. This class will be used for SweetLife's leads that represent employees from large shopping centers.

Process Overview

In this activity, you will do the following:

  1. Create a lead class on the Lead Classes (CR207000) form
  2. Specify the new class as the default lead class on the Customer Management Preferences (CR101000) form

System Preparation

Before you start creating a lead class, you should do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded.
  2. Sign in to the system as implementation consultant Kimberly Gibbs by using the following credentials:
    • Username: gibbs
    • Password: 123
  3. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Acumatica screen, the SweetLife Head Office and Wholesale Center branch is selected.

Step 1: Creating a Lead Class

To create the MALL lead class, do the following:

  1. On the Lead Classes (CR207000) form, add a new record.
  2. In the Summary area, do the following:
    1. In the Class ID box, enter the new class identifier: MALL.
    2. In the Description box, type the following brief description of the class: Large shopping centers.
    3. Make sure that the Internal check box is selected to hide all records of the class from the Customer Portal users.
  3. On the Details tab, in the Conversion Settings section, make sure that the Require Account for Conversion to Opportunity check box is selected. With this check box selected, a user can convert a lead of the class to an opportunity if a business account has been created for the lead or the user specifies the settings of a new account during the lead conversion.
  4. On the form toolbar, click Save.

You have created the new lead class.

Step 2: Specifying the Default Lead Class

To select the MALL lead class as the default class for newly created leads, do the following:

  1. Open the Customer Management Preferences (CR101000) form.
  2. On the General tab (Data Entry Settings section), in the Default Lead Class box, select the MALL lead class.
  3. On the form toolbar, click Save.

You have specified the default lead class. For each newly created lead, on the CRM Info tab of the Leads (CR301000) form, the system will insert MALL into the Lead Class box.