Emails and Activities: To Track a Phone Call

The following activity will demonstrate how to create an activity of the Phone Call type.

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 are currently working on a purchased list of cold leads (individuals or organizations who never contacted your organization or expressed any interest in your products or services), which includes the Tim Bonner lead. You need to call Tim Bonner, who is a procurement manager at Store Spark in New York, make sure that the lead represents an actual person at the company. You then need to track the results of the phone call in the system.

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, as well as the handling of sales opportunities, contacts, marketing lists, and campaigns.
  • On the Leads (CR301000) form, the Tim Bonner lead has been added to the system.

Process Overview

In this activity, you will create an activity of the Phone Call type on the Activities tab of the Leads (CR301000) form.

System Preparation

Before you start creating an activity, 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.

Step: Creating an Activity of the Phone Call Type

To create an activity of the Phone Call type related to the Tim Bonner lead, do the following:

  1. On the Leads (CR301000) form, open the Tim Bonner lead.
    Tip: To search for a record in a list of records, you can enter a keyword or phrase in the Search box of the table toolbar. The system will find all the records that match your search criteria and display these records in the table. For details, see Searching in MYOB Acumatica.
  2. On the More menu, under Activities, click Create Phone Call. The Activity (CR306010) form opens in a pop-up window.
    Tip: You open the More menu by clicking the More button (…) on the form toolbar.
  3. In the Summary box, type a brief description of the activity: A call to Tim Bonner.
  4. Optional: If you want the activity to be hidden from the Customer Portal users, select the Internal check box.
  5. In the Date box, specify the current date.
  6. Optional: In the text area, type your comments or any other information related to the phone call, for example: Tim Bonner responded to the call and confirmed his interest in buying fruits and jams in the future.
  7. On the form toolbar, click Save and Close.

You have added the results of the phone call to the system; notice that a row with the Phone Call type is added to the table on the Activities tab of the Leads form for the lead.