Lead Qualification by Sales Teams: To Disqualify a Lead

The following activity demonstrates how to disqualify a lead 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 launched an advertising campaign to promote a new series of commercial juicers. The audience is a group of leads that have shown interest in these juicers. During the campaign, you have sent emails with the product descriptions and a survey to gauge the audience's interest in the products. John Livier, the head of the client services department at the Snow Park Restaurant, responded to your survey that the company is no longer interested in commercial juicers. Thus, you need to disqualify the John Livier lead.

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.
  • On the Lead Classes (CR207000) form, the CAFE class, which defines SweetLife's leads representing employees from cafes and restaurants, has been created.
  • On the Leads (CR301000) form, the John Livier lead has been created.

Process Overview

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

System Preparation

Before you start disqualifying a lead, you should do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded, and sign in as marketing manager Bill Owen by using the following credentials:
    • Username: owen
    • Password: 123
  2. 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: Disqualifying a Lead

To disqualify the John Livier lead, do the following:

  1. Open the John Livier lead record on the Leads (CR301000) form.
    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 Processing, click Disqualify.
    Tip: You open the More menu by clicking the More button (…) on the form toolbar.
  3. In the Details dialog box, which opens, select the reason and confirm that you want to disqualify the lead as follows:
    1. In the Reason box, select No Interest.
    2. Click OK.

      The system closes the dialog box and changes the status of the lead to Disqualified. Most of the settings in the Summary area and on the Contact Info, CRM Info, Attributes, Campaigns, and Opportunities tabs have become unavailable for editing.

You have disqualified the lead.