Leads: Configuration Prerequisites

Before you start creating leads in MYOB Advanced, you must be sure that the system has been configured properly and that all required entities have been created, as described in the following sections.

Enabling the Needed Features

On the Enable/Disable Features (CS100000) form, the following features must be enabled:

• Customer Management: This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and marketing campaigns.
• Outlook Integration (in the Third Party Integrations group of features): Gives you the ability to log your activities, create opportunities, and create leads and contacts by using your Microsoft Outlook account.

Configuring the System

Before you start creating leads in MYOB Advanced, you need to make sure that the following tasks have been performed:

• On the Customer Management Preferences (CR101000) form, all necessary settings have been specified and saved to the system.
• If you will be importing leads, on the Import Scenarios (SM206025) form, an import scenario has been configured. You can use the predefined Import Leads from Excel import scenario to import a list of leads from an XLSX file. For more information about import scenarios, see Configuring Import Scenarios.
• Optional: The needed classes with the necessary details and attributes have been created on the Lead Classes (CR207000) form.
• Optional: In the Summary area of the Leads (CR301000) form, the User-Defined Fields tab, which holds the values of attributes, has been added.