Leads: To Create a Lead by Using the MYOB Add-In for Outlook

The following activity demonstrates how to create a lead by using the MYOB add-in for Outlook and quickly update the lead's information in the system.

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 receive an email from Stephanie Andrews, a purchasing manager at Muffin Secret bakery. In the email, Stephanie requests for the detailed price list of the SweetLife Fruits & Jams. Bill needs to register the lead in the system for further communication.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following features have been enabled on the Enable/Disable Features (CS100000) form.

  • Customer Management
  • Outlook Integration in the Third Party Integrations group of features

The MYOB add-in for Outlook should be installed for your Microsoft Outlook application. For details, see Using the Acumatica Add-In for Outlook.

Process Overview

In this activity, you will create a new lead in the system by using the MYOB add-in for Outlook and quickly edit the lead's contact information on the Leads (CR301000) form.

System Preparation

Before you start creating a new lead in the system by using the MYOB add-in for Outlook, you should do the following:

  1. Make sure that the MYOB Acumatica instance has been hosted over HTTPS or ask a system administrator to perform this task for you. For more information, see Setting Up an HTTPS Service in Web Server (IIS).
  2. Install the MYOB add-in for Outlook in your Microsoft Outlook application. For details, see Using the Acumatica Add-In for Outlook.
  3. Launch the Microsoft Outlook app or Outlook on the web.
  4. Click the MYOB button.
  5. Sign in to the system as a marketing manager Bill Owen by using the following credentials:
    • Username: owen
    • Password: 123

Step 1: Creating a Lead by Using the MYOB Add-In for Outlook

To create a new lead by using the MYOB add-in for Outlook, do the following:

  1. Select an email from the lead.
    Tip:
    You can select any email from your incoming mail.
  2. Click the MYOB button.
  3. On the MYOB add-in for Outlook form, which opens, click Create Lead.
  4. In the Info section, which appears on the add-in for Outlook form, notice that the values in the First Name, Last Name, and Email boxes have been populated with the information from the email.
  5. Optional: In the Info section, specify the information as follows:
    Tip:
    You do not usually need to manually specify a lead's first name, last name, and email address (though you can correct these values as needed), but because you cannot have an email from the lead specified in this activity, we recommend that you correct the lead's contact information.
    1. In the First Name box, type Stephanie.
    2. In the Last name box, type Andrews.
    3. In the Email box, type s.andrews@muffin.secret.example.com.
    4. In the Position box, type the lead's job title or position: Purchasing Manager.
    5. In the Account Name box, type Muffin Secret.
    6. In the Source box, select the source of the lead: Other.
    7. In the Country box, select the country of the lead: US.
  6. Click Create Lead to create the lead in the system.
    Tip:
    You can click View Lead to view the lead record on the Leads (CR301000) form, which may open in a pop-up window or in a new browser tab, and add or change the lead data if needed.

You have created a new lead in the system by using the MYOB add-in for Outlook.

Step 2: Updating the Lead's Information by Using the MYOB Add-In for Outlook

Suppose that you have scanned the email from Stephanie Andrews once again and noticed her company address. You need to quickly add this address to the system.

To update the lead's information by using the MYOB add-in for Outlook, do the following:

  1. While you are still viewing the lead's contact details on the MYOB add-in for Outlook form, click View Lead. The Leads (CR301000) form opens.
  2. In the Address section on the Contact Info tab, do the following:
    1. In the Address Line 1 box, type 2359 Southern Street.
    2. In the City box, type New York.
  3. On the form toolbar, click Save to save your changes.
  4. Close the Leads (CR301000) form.

You have updated the lead's information in the system by using the MYOB add-in for Outlook.