Lead Classes

The default source of the lead.

You can leave this box blank if most leads of the class do not have the same type of source, or you can select one of the following options:

• Organic Search: The lead came from a search engine. For example, the lead searched for your product or service by using a search engine.
• Campaign: The lead has been created as a result of a marketing campaign (for example, the lead opened a landing page, clicked a paid link or called an advertised phone number, or was purchased from a marketing vendor).
• Referral: The lead has been created as a result of someone recommending your organization or its products or services to the lead.
• Other: The lead has been created from some other source.
• Web: The lead has been created as a result of visiting your website.
• Phone Inquiry: The lead has been created as a result of a phone call to the lead.
• Purchased List: The lead was purchased from a marketing vendor.

The system will insert this option by default for newly created leads of the class in the Source box of the Leads (CR301000) form (Summary area), but the option can be overridden for any lead.

An option that controls how the system determines the default owner of a lead of the class; it inserts the owner in the Owner box on the Leads form (Summary area).

You can select one of the following options:

• Do Not Change (default): If the owner is specified for the lead, and a user changes the lead class in the Lead Class box, the system does not clear or change the owner for this lead. If no owner has been specified for the lead and the user changes the class to a new lead class that has an owner, the system leaves the Owner box blank.
• Creator: The system fills in the user name of the employee who created the current lead.
• Assignment Map: The system fills in the owner based on the assignment map of the lead class, which is also specified in this section.
• From Source Entity: If a lead of the class is created from another entity (such as a contact) the system copies the owner and workgroup (if specified) from the source entity.

The user can override the default option for any lead.

The assignment map that is used to assign the default owner and workgroup to a newly created lead of this class on the Leads form.

This box is available only if the Assignment Map option is selected in the Default Owner box. If you specify an assignment map in this box, the assignment map specified for the lead class overrides the assignment map specified in the Lead Assignment Map box on the General tab of the Customer Management Preferences (CR101000) form (Assignment Settings section).

The identifier of the default contact class that the system inserts as the default if a user creates a contact to be associated with a lead of the class by using the Create Contact or Create Account dialog box on the Leads form. The system will insert this class identifier in the Contact Class box of either dialog box, where the user can override it, if needed.

This value (if specified) overrides the value of any default contact class that has been specified in the Default Contact Class box on the General tab of the Customer Management Preferences form.

The identifier of the business account class that the system inserts as the default if a user creates a business account to be associated with a lead of the class by using the Create Account dialog box on the Leads form. The system will insert this class identifier in the Business Account Class box of the dialog box, where the user can override it, if needed.

This value (if specified) overrides the value of any default business account class that has been specified in the Default Business Account Class box on the General tab of the Customer Management Preferences form.

A check box that indicates (if selected, which is the default state) that when a user clicks Convert to Opportunity on the More menu of the Leads (CR301000) form to convert a lead of the class to an opportunity, a business account must be specified. This can happen in either of the following ways, depending on whether a business account is specified for the lead in the Business Account box (Summary area) when the user clicks the command:

• If the box is filled in, the system copies the business account's settings to the Business Account section of the Create Opportunity dialog box and the settings in this section are read-only.
• If the box is empty, the user needs to specify the business account's settings in the Business Account section of the dialog box. If the user does not, an error is generated when the user tries to create an opportunity.

If you clear the check box and a lead of the class has no business account specified, the user can convert the lead to an opportunity without specifying a business account. In this case, the Business Account section is not displayed in the Create Opportunity dialog box.

The identifier of the opportunity class that the system inserts as the default if a user converts a lead of the class into an opportunity by using the Create Opportunity dialog box on the Leads form. The system will insert this class identifier in the Opportunity Class box of the dialog box, where the user can override it, if needed.

This value (if specified) overrides the value of any default opportunity class that has been specified in the Default Opportunity Class box on the General tab of the Customer Management Preferences form.

The initial stage of an opportunity created from a lead of this class.

You can change the option that is specified in this box for this lead class if a value is selected in the Opportunity Class ID box of the current form; in this case, you select an option from the list of predefined opportunity stages that have been specified on the Stages tab of the Opportunity Classes (CR209000) form for the selected opportunity class.

This value overrides the value of the opportunity stage on the Stages tab of the Opportunity Classes form.

A check box that indicates (if selected) that the attribute is available for all leads of the class.

You can deactivate an obsolete attribute by clearing this check box for it. In this case, the deactivated attribute will no longer be displayed on the Attributes tab of the Leads form for leads of the class, but all attribute values that have already been specified for existing records still will be stored in the database. Thus, if you reactivate an attribute that you have deactivated, its values will become visible in the system again.

A check box that indicates (if selected) that the system should treat the value of this attribute as personal data related to a lead of this lead class.

The check box is selected or cleared when the attribute is defined on the Attributes form. The state of the check box is then copied to each lead class that includes the attribute, as well as to the leads of this lead class.

If access to personal data for an entity record, such as a lead, is restricted on the Restrict Personal Data (GD102010) form and this check box is selected for attributes associated with this lead, access to personal data (including specified attributes) of this lead will be restricted for users. For more details, see Handling Personal Data.

The check box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.

A read-only check box that indicates (if selected) that the attribute is not available for Customer Portal users and that only MYOB Advanced users can use it.

The state of the check box is copied from the Attributes (CS205000) form.

The read-only control type of the attribute.

This box contains one of the following options: Text, Combo, Multi Select Combo, Lookup, Checkbox, or Datetime. The option that is shown in the column is copied from the Attributes (CS205000) form.