Customer Relationship Management (CRM)

The customer relationship management (CRM) functionality in MYOB Acumatica provides tools for marketing, sales, and customer support management.

In this guide, you will find information about the configuration of CRM functionality in MYOB Acumatica. This guide will introduce you to the lead qualification workflow, as well as the management of marketing lists, marketing campaigns, opportunities, and customer support operations. By using this guide, you can learn how to create and manage leads, qualify leads (as performed by marketing teams and by sales teams), create business accounts and contacts associated with leads, manage marketing and sales activities, create and manage opportunities, and create sales quotes, sales orders, and invoices associated with opportunities. You can also learn how to manage cases and to help your company deliver more efficient customer support.