Leads: To Create a Lead Manually

The following activity demonstrates how to create a lead manually in MYOB Acumatica.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you are Bill Owen, a marketing manager of the SweetLife Fruits & Jams company. You have received a call from Sam Collins, the bakery manager of Muffin Secret, a bakery that cooks pastries, usually with jam filling. Sam would like to purchase 50 jars each of apple, orange, and cherry jam and wonders what discount he can obtain from the SweetLife if he chooses to buy the jams.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

  • On the Enable/Disable Features (CS100000) form, the Customer Management feature has been enabled. This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, and gives users the ability to manage sales opportunities, contacts, marketing lists, and campaigns.
  • On the Lead Classes (CR207000) form, the BAKERY class, which defines SweetLife's leads that represent bakery employees, has been created.
  • On the Leads (CR301000) form, the User-Defined Fields tab, which holds the values of attributes, has been added, and the Interested In box has been added to the tab.

Process Overview

In this activity, you will create a lead on the Leads (CR301000) form.

System Preparation

Before you start creating leads manually, you should do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded.
  2. Sign in to the system as marketing manager Bill Owen by using the following credentials:
    • Username: owen
    • 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.
  4. Make sure that on the Customer Management Preferences (CR101000) form, in the Default Lead Class box, BAKERY is specified. If it is not, select this lead class, and save your changes.

Step: Creating a Lead Manually

To create a lead manually, do the following:

  1. On the Leads (CR301000) form, add a new record.
  2. In the Summary area, do the following:
    1. In the Description box, add: The bakery manager submitted an inquiry on the corporate website about a discount for 150 jars of apple, orange, and cherry jam.
    2. In the Source box, select Web.
  3. On the Contact Info tab, specify the following contact information for the lead:
    1. First Name: Sam
    2. Last Name: Collins
    3. Account Name: Muffin Secret
    4. Job Title: Bakery Manager
    5. Email: s.collins@muffin.secret.example.com
    6. Business 1: +1 (212) 509-6005
    7. Address Line 1: 2359 Southern Street
    8. City: New York
    9. Country: United States of America
  4. On the CRM Info tab, in the Lead Class box, make sure that the BAKERY class is selected.
  5. In the User-Defined Fields tab of the Summary area, in the Interested in box, select Jam.
  6. On the form toolbar, click Save.

You have created the lead in the system. On the Document tab of the Summary area of the Leads form, you can see Sam Collins in the Lead ID box and New in the Status box.