Leads

Opens the Details dialog box, where you select the reason for accepting the lead and click OK. The status of the lead is changed to Sales-Accepted.

This command is available when the status of the lead is New, Open, or Sales-Ready.

Checks for duplicate records according to the rules that have been specified for leads on the Duplicate Validation (CR103000) form. If a duplicate has been found, the system inserts Possible Duplicate in the Duplicate box of the Summary area for the lead, and the Duplicates tab is displayed on the form.

This command appears on the More menu only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.

Changes the lead’s status to Disqualified, inserts Duplicate in the Reason box, and inserts Duplicated into the Duplicate box.

This command is available if the lead has any status except Disqualified or Converted.

This command appears on the More menu only if the Duplicate Validation feature is enabled on the Enable/Disable Features form.

Opens the Create Opportunity dialog box, where you can create an opportunity for the lead.

By using the dialog box, you can also specify the required settings and make any needed updates to the settings inserted by the system for the opportunity, business account, and contact. When the opportunity for the lead is created, the status of the lead is changed to Converted, and the reason of the lead is set as Qualified by Sales.

This command is available if the status of the lead is New, Open, Sales-Ready, or Sales-Accepted.

Opens the Create Account dialog box, where you can specify the required settings for the business account to be created; optionally, you can create a contact to be associated with the lead and the business account (if the Contact box in the Summary area was empty for the lead before you clicked the command).

This command is available if the Business Account box in the Summary area is empty for the lead (that is, no business account has been associated with the lead) and the lead has any of the following statuses: New, Open, Sales-Ready, or Sales-Accepted.

Opens the Create Contact dialog box, where you can specify the details of the contact and create a contact associated with the lead.

This command is available if the Contact box in the Summary area is empty for the lead (that is, no contact has been associated with the lead) and the lead has one of the following statuses: New, Open, Sales-Ready, or Sales-Accepted.

Opens the Details dialog box, where you select the reason for disqualifying the lead and click OK. The status of the lead is changed to Disqualified.

This command is available if the status of the lead is New, Open, Sales-Ready, or Sales-Accepted.

Opens the Details dialog box, where you select the reason for marking the lead as converted and click OK. The status of the lead is changed to Converted.

This command is available if the status of the lead is New, Open, Sales-Ready, or Sales-Accepted.

Inserts Validated in the Duplicate box in the Summary area of the current form.

This command is available only if the Duplicate Validation feature is enabled on the Enable/Disable Features form.

Opens the Details dialog box, where you select the reason for changing the status of the lead to Open and click OK; the status of the lead is changed to Open.

This command is available when the status of the lead is New, Sales-Ready, Sales-Accepted, Converted, or Disqualified.

Opens the Details dialog box, where you select the reason for qualifying the lead and click OK. The status of the lead is changed to Sales-Ready.

This command is available when the status of the lead is New or Open.

Initiates address validation for this lead. Address validation is performed through third-party software or service integrated with MYOB Advanced.

This command is available only if the Address Validation Integration feature has been enabled on the Enable/Disable Features form.

The reason you are changing the status of the lead.

When you click Open to change the lead's status to Open, you can select one of the following options:

• Potential Interest: The lead has expressed a potential interest in your product or service.
• Subscribed: The lead has subscribed to your newsletter or event.
• Inquiry: The lead has made an inquiry about your product or service.

When you click Qualify to change the lead's status to Sales-Ready, the system inserts the Qualified by Marketing reason, which indicates that the lead has been qualified by the marketing team.

When you click Accept to change the lead's status to Sales-Accepted, you can select one of the following options:

• Accepted by Sales: The lead has been reviewed and accepted by the sales or lead qualification team.
• Qualified by Marketing: The lead has qualified by the marketing team.

When you click Mark as Converted to change the lead's status to Converted, you can select one of the following options:

• Qualified by Sales: The lead has been qualified by the sales team.
• Accepted by Sales: The lead has been reviewed and accepted by the sales or lead qualification team.
• Qualified by Marketing: The lead has been qualified by the marketing team.

When you click Disqualify to change the lead's status to Disqualified, you can select one of the following options:

• No Interest: The lead has no interest in your organization's products or services.
• Unable to Contact: It is not possible to contact the lead. For example, the phone number or email address is invalid, or the lead does not answer the phone.
• Duplicate: The lead is a duplicate of another lead in the system.
• Other: The lead cannot be qualified for a reason that is not included in this list.

A box for searching for the company's address.

You can find the address by doing the following:

• Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
• Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.

The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.

The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.

In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.

Required. The identifier to be used for the new business account.

The legal business name of the prospective customer. This name will be assigned to the business account you are creating.

In this box, the system inserts the name copied from the Account Name box of the current form.

You can override the default name.

The business account class of the business account you are creating. A business account class, which is defined on the Business Account Classes (CR208000) form, determines the settings to be used for business accounts of the class, which may include the following: the default owner, the default assignment map, default email address settings, and additional elements to be displayed on the Attributes and User-Defined Fields tabs of both the Business Accounts (CR303000) form and this dialog box.

To determine the default class (if any) to be inserted into this box, the system searches the following locations in the listed order until it finds a class (at which point the search ends):

1. The Lead Classes (CR207000) form for the lead class of this lead: Here the system checks the Account Class ID box in the Conversion Settings section of the Details tab.
2. The Customer Management Preferences (CR101000) form: On this form, the system uses the class in the Default Business Account Class box in the Data Entry Settings section of the General tab.

You can override the default class.

The first name of the contact.

To determine the default name (if any) to be inserted into this box, the system proceeds as follows until it finds a name:

1. If a contact is specified in the Contact box of the Summary area, the system copies the name from the First Name box of the Details tab (Contact section) of the Contacts (CR302000) form for the specified contact. The search is complete.
2. The system copies the name from the First Name box of the Contact Info tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the lead, the default name in this box is read-only. If no contact is specified for this lead, you can override the first name that is inserted by default. If you do, the system inserts the new name as the first name on the Contact Info tab of the current form and uses this name when it creates the contact.

The last name of the contact. This is a required element for the contact if no contact has been specified on the current form for the selected lead.

To determine the default last name (if any) to be inserted into this box, the system proceeds as follows until it finds a name:

1. If a contact is specified in the Contact box of the Summary area, the system copies the name from the Last Name box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the name from the Last Name box of the Contact Info tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the lead, the name in this box is read-only. If no contact is specified for this lead, you can override the default last name. If you do, the system inserts the new name as the last name on the Contact Info tab of the current form and uses this last name when it creates the contact.

The name of the company related to the contact.

To determine the default account name to be inserted into this box, the system proceeds as follows until it finds a name:

1. If a contact is specified in the Contact box of the Summary area, the system inserts the name copied from the Account Name box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete. In this case, the system-inserted name in this box is read-only.
2. The system inserts the name copied from the Account Name box of the Contact Info tab (Contact section) of the current form. If you have overridden the business account name that the system inserted in the Business Account Name box of this dialog box (Business Account section), the system copies the name that you entered from the Business Account Name box and inserts it into the Account Name box.

If no account name was specified for this lead, for the newly created contact, the account name and the business account name will be the same, the system will insert the name in the Account Name box of the Contact Info tab (Contact section) of the current form. The Account Name box of the newly created contact on the Contacts form will be read-only.

The job title of the contact.

To determine the default job title (if any) to be inserted into this box, the system proceeds as follows until it finds a title:

1. If a contact is specified in the Contact box of the Summary area, the system copies the title from the Job Title box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the title from the Job Title box of the Contact Info tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the lead, the job title in this box is read-only. If no contact is specified for this lead, you can override the job title that is inserted by default. If you do, the system inserts the new title as the job title on the Contact Info tab of the current form and uses this title when it creates the contact.

The type and the phone number in two separate boxes; you select the type (if the default option is not correct) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.

To determine the default type–phone number combination to be inserted for each of these Type and Phone Number elements, the system proceeds as follows until it finds a combination:

1. If the type–phone number combination is specified for the contact in the similar element (for example, the first type and phone number) on the Contacts form, the system copies the combination from the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the combination from the Contact Info tab (Contact section) of the current form.

You can override any default type or phone number (or both settings) if no contact is specified in the Contact box of the Summary area of the current form (if a contact is specified, the type and phone number are read-only). If you override the type or phone number, the system inserts each applicable new value in the respective type–phone number combination on the Contact Info tab of the current form and uses this value when it creates the contact.

The email address of the contact.

To determine the default email address (if any) to be inserted into this box, the system proceeds as follows until it finds an address:

1. If a contact is specified in the Summary area of the current form, the system copies the email address from the Email box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the email address from the Email box of the Contact Info tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the lead, the email address in this box is read-only. If no contact is specified for this lead, you can override the email address that is inserted by default. If you do, the system inserts the new email address on the Contact Info tab of the current form and uses this address when it creates the contact.

The contact class of the contact associated with this lead and the business account you are creating. A contact class, which is defined on the Contact Classes (CR205000) form, determines the settings to be used for contacts of the class. These settings may include the following: the default owner, the default assignment map, and the elements to be displayed on the Attributes and User-Defined Fields tabs of the Contacts form and this dialog box.

You can change this class only if no contact has been specified for the lead in the Summary area of the current form.

To determine the default class (if any) to be inserted into this box, the system proceeds as follows until it finds a class:

1. If a contact is specified in the Summary area, the system copies the class from the Contact Class box of the CRM Info tab (CRM Info section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the class (if any) from the Contact Class ID box of the Details tab (Conversion Settings section) of the Lead Classes form for the lead class of this lead. The search is complete.
3. The system copies the class (if any) from the Default Contact Class box of the General tab (Data Entry Settings section) of the Customer Management Preferences form.

The value of the attribute for the business account. You must specify a value in this column if there is a row for the attribute and the Name column is filled in.

The name of the user-defined field.

To be displayed in this table, a user-defined field must be listed and defined as required on the Business Accounts form.

Required. The value of the user-defined field. The value you specify will be inserted for the new business account.

If on the User-Defined Fields tab of the current form, a default value has been inserted for the user-defined field in this row, this default value is inserted in this column. You can override the default value.

The name of the user-defined field.

To be displayed in this table, a user-defined field must be listed and defined as required on the Contacts form.

Required. The value of the user-defined field to be inserted for the new contact.

If on the User-Defined Fields tab of the current form, a default value has been inserted for the user-defined field in this row, this default value is inserted in this column. You can override the default value.

Creates the business account whose settings you have specified on the Business Accounts form and navigates to this form, where you can add information, update the existing information about the business account, create a contact associated with the business account, and view leads associated with the new business account.

The system also updates the current form with the business account (and contact, if applicable), inserting the identifier of the new business account in the Business Account box (and the identifier of the new contact, if applicable, in the Contact box) of the Summary area.

Creates the business account whose settings you have specified. The system closes the Create Account dialog box and returns you to the current form.

It also inserts the identifier of the new business account into the Business Account box (and the identifier of the new contact, if applicable, in the Contact box) of the Summary area.

Required. The description of the opportunity you are creating. The system copies the text from the Description box in the Summary area of the current form if any text has been specified in the box.

If you edit the text in this box, the system inserts the edited text in the Description box of the current form when you click Create or Create and Review.

The opportunity class of the opportunity you are creating, which determines the settings to be used for opportunities of the class.

To determine the default class (if any) to be inserted into this box, the system searches the following locations in the listed order until it finds a class (at which point the search ends):

1. The Lead Classes (CR207000) form for the opportunity class of this opportunity: Here the system checks the Opportunity Class ID box in the Conversion Settings section on the Details tab.
2. The Customer Management Preferences (CR101000) form: On this form, the system uses the class in the Default Opportunity Class box in the Data Entry Settings section of the General tab.

You can override the default class.

Business Account Section

This section appears if the Require Account for Conversion to Opportunity check box is selected on the Lead Classes (CR207000) form (Conversion Settings section of the Details tab) for the lead that you are converting to an opportunity.

You can change this ID if no business account has been specified for the lead (that is, if the Business Account box in the Summary area of the current form is empty).

The name of the new business account. By default, the system inserts the name from the Account Name box of the current form.

You can override the default name if no business account has been specified for the lead (that is, if the Business Account box in the Summary area of the current form is empty).

The business account class of the business account you are creating. A business account class, which is defined on the Business Account Classes (CR208000) form, determines the settings to be used for business accounts of the class, which may include the following: the default owner, default assignment map, default email address settings, and additional elements to be displayed on the Attributes tab of the Business Accounts (CR303000) form and this dialog box. (Note that only attributes defined as required for the class are shown in the dialog box, while all attributes of the class are shown on the Business Accounts form.)

To determine the default class (if any) to be inserted into this box, the system searches the following locations in the listed order until it finds a class (at which point the search ends):

1. The Business Accounts form for the business account (if any) associated with this lead: On this form, the system uses the class in the Class box in the Summary area.
2. The Lead Classes (CR207000) form for the lead class of this lead: Here the system checks the Account Class ID box in the Conversion Settings section of the Details tab.
3. The Customer Management Preferences form: On this form, the system uses the class in the Default Business Account Class box in the Data Entry Settings section of the General tab.

You can override the default class if no business account is specified for the lead (that is, if the Business Account box in the Summary area of the current form is empty).

The first name of the contact.

To determine the default first name (if any) to be inserted into this box, the system proceeds as follows until it finds a name:

1. If a contact is specified in the Contact box of the Summary area, the system copies the name from the First Name box of the Details tab (Contact section) of the Contacts (CR302000) form for the specified contact.
2. The system copies the name from the First Name box of the Contact Info tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the lead, the name in this box is read-only. If no contact is specified for the lead, you can override the default first name. If you do, the system inserts the new name as the first name on the current form and uses this name when it creates the contact.

The last name of the contact. This is a required setting for the contact if no contact has been specified on the current form for the selected lead. Other contact settings in this dialog box can be filled in or left blank.

To determine the default last name to be inserted into this box, the system proceeds as follows until it finds a name:

1. If a contact is specified in the Contact box of the Summary area, the system copies the name from the Last Name box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the name from the Last Name box of the Contact Info tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the lead, the default name in this box is read-only. If no contact is specified for the lead, you can override the default last name. If you do, the system inserts the new name as the last name on the Contact Info tab of the current form and uses this name when it creates the contact.

The name of the company to which the contact is related.

To determine the default account name to be inserted into this box, the system proceeds as follows until it finds a name:

1. If a contact is specified in the Contact box of the Summary area, the system inserts the account name copied from the Account Name box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete. In this case, the system-inserted name in this box is read-only.
2. The system inserts the account name copied from the Account Name box of the Contact Info tab (Contact section) of the current form. If you have overridden the business account name that the system inserted in the Business Account Name box of the dialog box (Business Account section), the system copies the name from the Business Account Name box and inserts it into the Account Name box.

If no account name was specified for this lead, for the newly created contact, the account name and the business account name will be the same, and the system will insert the name in the Account Name box of the Contact Info tab (Contact section) of the current form. The Account Name box of the newly created contact on the Contacts form will be read-only.

The job title of the contact.

To determine the default job title (if any) to be inserted into this box, the system proceeds as follows until it finds a title:

1. If a contact is specified in the Contact box of the Summary area, the system copies the title from the Job Title box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the title from the Job Title box of the Contact Info tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the lead, the default title in this box is read-only. If no contact is specified for the lead, you can override the default job title. If you do, the system inserts the new value as the job title on the current form and uses this title when it creates the contact.

The type and the phone number of the type in two separate boxes; you select the type and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.

To determine the default type–phone number combination (if any) to be inserted for each of these Type and Phone Number elements, the system proceeds as follows until it finds a combination:

1. If a contact is specified in the Contact box of the Summary area and a type–phone number combination is specified for the contact in the similar element (for example, the first type and phone number) on the Contacts form, the system copies the type and phone number from the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the combination from the Contact Info tab (Contact section) of the current form.

You can override any default type or phone number (or both) if no contact is specified in the Contact box of the Summary area of the current form for the lead. (If the contact is specified, the Type and Phone Number elements are read-only.) If you override any value, the system inserts each applicable new value in the respective type–phone number combination on the current form and uses this updated combination when it creates the contact.

The email address of the contact.

To determine the default value (if any) to be inserted into this box, the system proceeds as follows until it finds an email address:

1. If a contact is specified in the Summary area of the current form, the system copies the address from the Email box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the address from the Email box of the Contact Info tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the lead, the default email address in this box is read-only. If no contact is specified for the lead, you can override the default email address. If you do, the system will insert the new email address on the current form and uses this address when it creates the contact.

The contact class of the contact associated with this lead and the business account you are creating. A contact class, which is defined on the Contact Classes (CR205000) form, determines the settings to be used for contacts of the class, and additional elements to be displayed on the Attributes tab of the Contacts form and this dialog box. (Note that only attributes defined as required for the class are shown in the dialog box, while all attributes of the class are shown on the Contacts form.)

You can change this class only if no contact has been specified for the lead in the Summary area of the current form.

To determine the default class (if any) to be inserted into this box, the system proceeds as follows until it finds a class:

1. If a contact is specified in the Summary area, the system copies the class from the Contact Class box of the CRM Info tab (CRM section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the class (if any) from the Contact Class ID box of the Details tab (Conversion Settings section) of the Lead Classes form for the lead class of this lead. The search is complete.
3. The system copies the class (if any) from the Default Contact Class box of the General tab (the Data Entry Settings section) of the Customer Management Preferences form.

The name of a required user-defined field, which is defined on both the current form and the Opportunities form.

To be displayed in this table, a user-defined field must be added to and required on the form of the new opportunity. The user-defined field may or may not be added and be required on the current form.

The value of the required user-defined field.

You can select a new value for a required user-defined field that will be inserted for the new opportunity.

The value of an optional user-defined field is not shown in this table. If a customizer has specified a default value for a user-defined field on the current form, this default value is inserted in the respective field for a new opportunity associated with this lead.

The name of a required user-defined field, which is defined on both the current form and the Business Accounts form.

To be displayed in this table, a user-defined field must be added to and required on the form of the new business account. The user-defined field may or may not be added and be required on the current form.

The value of the required user-defined field.

You can select a new value for a required user-defined field that will be inserted for the new business account.

The value of an optional user-defined field is not shown in this table. If a customizer has specified a default value for a user-defined field on the current form, this default value is inserted in the respective field for a new business account associated with this lead.

The name of a required user-defined field, which is defined on both the current form and the Contacts form.

To be displayed in this table, a user-defined field must be added to and required on the form of the new contact. The user-defined field may or may not be added and be required on the current form.

The value of the required user-defined field.

You can select a new value for a required user-defined field that will be inserted for the new contact.

The value of an optional user-defined field is not shown in this table. If a customizer has specified a default value for a user-defined field on the current form, this default value is inserted in the respective field for a new contact associated with this lead.

Creates the opportunity whose settings you have specified on the Opportunities (CR304000) form and navigates to this form, where you can add information and update the existing information about the opportunity, as well as the business account and contact associated with the lead.

The system also updates the current form with the opportunity, inserting its main settings on the Opportunities tab of the current form. The system also inserts the needed identifiers into the Business Account and Contact boxes of the Summary area, if applicable.

Creates the opportunity whose settings you have specified. The system closes the Create Opportunity dialog box and returns you to the current form. Also, it adds the row with the details of the new opportunity to the table on the Opportunities tab of the current form.

If a contact and a business account were not previously specified in the Summary area of the current form and the needed settings for contact and business account creation have been specified in this dialog box, the system also creates a contact and a business account and inserts the applicable identifiers into the Contact and Business Account boxes of the Summary area.

The record to be kept after the merge.

You can select one of the following options:

• Current Record: The record that you are viewing on the form
• Duplicate Record: The record that you have selected in the Records for Merging table on the Duplicates tab

An unlabeled check box left of the field value of the currently viewed record that you select for this value to be kept after the merge.

If the Target Record box contains the Current Record option, this check box is selected by default if either of the following conditions is met:

• The compared fields have different values in the currently viewed record and the duplicate record.
• The field is empty for the duplicate record.

The value of the listed field in the record that is currently viewed on the form.

An unlabeled check box left of the field value of the duplicate record that you selected for this value to be kept after the merge.

If the Target Record box contains the Duplicate Record option, this check box is selected by default if either of the following conditions is met:

• The compared fields have different values in the currently viewed record and the duplicate record.
• The field is empty for the current record.

The value of the listed field in the record that you have selected in the Records for Merging table of the Duplicates tab.

An option button that you select to associate the lead with only a business account. The lead will not be associated with any contact specified for the account.

When you click Next, the Associate the Account with the Lead page opens.

An option button that you select to choose the contact to be associated with the account and associate both this contact and the business account with the lead.

When you click Next, the Select the Contact for the Lead page opens.

An option button that you select to create a new contact associated with the account and associate both the new contact and the business account with the lead.

When you click Next, the Create Contact page opens.

An option button that you select to associate the account with the lead and leave the lead's contact and address settings unchanged.

When you click Associate, the wizard is closed, and the account is associated with the lead. On the Contact Info tab of the current form, the contact and address settings of the lead remain unchanged, and the Override check box becomes selected.

An option button that you select to associate the account with the lead and replace the lead's contact and address settings with the settings of the business account.

When you click Associate, the wizard is closed and the account is associated with the lead. On the Contact Info tab of the current form, the contact and address settings of the lead are replaced with the settings of the associated account, and the Override check box remains cleared.

A check box that indicates (if selected) that when you finish associating the lead and contact with each other, they will have the same contact settings.

The table below this check box lists fields that differ and their values in the lead and the contact. (Values can be considered as different if a value is specified for one entity but not the other.) If this check box is selected, you can specify in the table whether the value of the lead or the value of the contact will be used for both entities. Based on these settings, the different settings of the lead and contact will be updated as follows:

• For any listed field for which you select the value of the lead, the value of this field for the contact will be replaced with the value specified for the lead.
• For any listed field for which you select the value of the contact, the value of this field for the lead (including an empty value) will be replaced with the value specified for the contact.

The check box is selected by default.

The field name (that is, the name of a UI element) from the Contact Info tab on the current form and the Details tab on the Contacts form.

An unlabeled check box left of the field value of the lead that you select for this value to be used for both the lead and the contact.

An unlabeled check box left of the field value of the contact that you select for this value to be used for both the lead and the contact.

Closes the dialog box or wizard, associates the lead with the contact (inserting the values for these entities based on your selections), and returns you to the current form.

On the current form, the system inserts the identifier of the new contact into the Contact box of the Summary area and updates the settings on the Contact Info tab (thus associating the contact with the lead). If you were on the wizard page, the business account you selected is also associated with the lead, and the contact is added for the business account.

The first name of the contact.

By default, the system copies the name from the First Name box of the Contact Info tab (Contact section) of the current form (if any). You can override the first name that is inserted. If you do, the system inserts the new name as the first name on the Contact Info tab of the current form and uses this name when it creates the contact.

Required. The last name of the contact.

By default, the system copies the name from the Last Name box of the Contact Info tab (Contact section) of the current form (if any). You can override the last name that is inserted by default. If you do, the system inserts the new name as the last name on the Contact Info tab of the current form and uses this name when it creates the contact.

The business account name.

If a business account is specified in the Account Name box of the Contact Info tab (Contact section), the system copies the account name of this business account, but you can override it. If a business account is specified in the Summary area of the current form, the system copies the account name to this box, and it is read-only.

The job title of the contact.

By default, the system copies the job title from the Job Title box of the Contact Info tab (Contact section) of the current form (if any). You can override the job title that is inserted by default. If you do, the system inserts the new job title on the Contact Info tab of the current form and uses this job title when it creates the contact.

The type and the phone number for the contact; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.

There are two elements to enter phone number types and phone numbers for the contact.

By default, the system copies the type and phone number from the Contact Info tab (Contact section) of the current form (if any). You can override any type or phone number (or both) that is inserted by default. If you do, the system inserts each applicable new value in the respective type–phone number combination on the Contact Info tab of the current form and uses this combination when it creates the contact.

The email address of the contact.

By default, the system copies the email address from the Email box of the Contact Info tab (Contact section) of the current form (if any). You can override the email address that is inserted by default. If you do, the system inserts the new address as the email address on the Contact Info tab of the current form and uses this address when it creates the contact.

The contact class of the contact associated with this lead and the business account you are creating. A contact class, which is defined on the Contact Classes (CR205000) form, determines the settings to be used for contacts of the class, which may include the following: the default owner, the default assignment map, and additional elements to be displayed on the Attributes and User-Defined Fields tabs of the Contacts form and this dialog box.

To determine the default class (if any) to be inserted into this box, the system searches the following places in the listed order until it finds a class (at which point the search ends):

1. On the Lead Classes form for the lead class of this lead (in the Contact Class ID box in the Conversion Settings section of the Details tab)
2. On the Customer Management Preferences form (in the Default Contact Class box in the Data Entry Settings section of the General tab)

The name of the user-defined field.

To be listed in this table, the user-defined field must be listed and defined as required on the Contacts form.

Required. The value of the user-defined field to be inserted for the new contact.

If on the User-Defined Fields tab of the current form, a default value has been specified for the user-defined field in this row, this default value is inserted in this column.

Closes the dialog box or wizard, creates the contact on the Contacts form populated with the settings you have specified, and navigates to this form. You can add information and update the existing settings of the contact.

On the current form, the system inserts the identifier of the new contact into the Contact box of the Summary area and updates the settings on the Contact Info tab (thus associating the contact with the lead). If you are on the wizard page, the business account you selected is also associated with the lead, and the contact is added for the business account.

Closes the dialog box or wizard, creates the contact populated with the settings you have specified, and returns you to the current form.

On the current form, the system inserts the identifier of the new contact into the Contact box of the Summary area and updates the settings on the Contact Info tab (thus associating the contact with the lead). If you click this button on the wizard page, the business account you selected is also associated with the lead, and the contact is added for the business account.

The display name of the lead. If you are entering a new lead, leave this box blank; the system inserts the ID when you save the lead. To view a particular lead that exists in the system, you can select its identifier in this box.

The system-generated identifier is composed by using the contact name on the Contact Info tab of the current form (Contact section) if the first or last name has been specified or both names have been specified; otherwise, the ID is the company name in the same section of the form. If you change these names, the system changes the lead ID.

The way a contact name is displayed is determined by the setting in the Display Name Order box (General Defaults section) of the Site Preferences (SM200505) form.

The status of the lead. The system updates the status automatically, depending on where the lead is in the lead qualification workflow, and in some cases, you can update the status as well.

The lead can be assigned one of the following statuses:

• New: The lead has been created, but no work has been done on it yet.
• Open: The lead is being worked on by the marketing team or lead qualification personnel.
• Sales-Ready: The lead has been qualified by the marketing team or lead qualification personnel as showing more interest in the organization's products or services than other leads show.
• Sales-Accepted: The lead has been initially reviewed and accepted by the lead qualification team, and the sales team will perform further qualification.
• Converted: The lead has been qualified and converted to an opportunity. If the lead has this status, most of the UI elements on the form are read-only.
• Suspended: This obsolete status is no longer used in the lead qualification workflow, and it cannot be selected. If a previously created lead has the Suspended status, you can change this status to any status that is available in the lead qualification workflow during lead processing.
• Disqualified: The lead has shown no interest in the organization's products or services or is not reachable (for example, the contact information is not valid). Some organizations may also use this status for duplicate leads.

For details, see Qualifying Leads (Marketing) and Qualifying Leads (Sales).

The reason for the status of this lead. The option is inserted by the system automatically or selected by an employee, depending on the step of the lead qualification workflow.

The reason (and its corresponding status or statuses) can be one of the following:

• Created: The lead has been created but has not yet been processed. A lead with this reason has the New status.
• Potential Interest: The lead has a potential interest in a product or service. A lead with this reason has the Open status.
• Subscribed: The lead has subscribed to a newsletter or event. A lead with this reason has the Open status.
• Inquiry: The lead has made an inquiry about a product or service. A lead with this reason has the Open status.
• Qualified by Marketing: The lead has been qualified by the marketing team. A lead with this reason has the Sales-Ready, Sales-Accepted, or Converted status.
• Accepted by Sales: The lead has been reviewed and accepted by the sales or lead qualification team. A lead with this reason has the Sales-Accepted status.
• Qualified by Sales: The lead has been qualified by the sales team. A lead with this reason has the Sales-Accepted or Converted status.
• No Interest: The lead has no interest in the organization's products or services. A lead with this reason has the Disqualified status.
• Unable to Contact: It is not possible to contact the lead. For example, the phone number or email address is invalid, or the lead does not answer the phone. A lead with this reason has the Disqualified status.
• Duplicate: The lead is a duplicate of another lead in the system. A lead with this reason has the Disqualified status.
• Other: The lead cannot be qualified for a reason that is not included in this list. A lead with this reason has the Disqualified status.

An alphanumeric string of up to 255 characters that describes the lead. You can use this box to add any additional information you want to record about the lead.

If you have added or modified the text in the Subject box of the Create Opportunity dialog box, the system copies the updated text to this box and to the Opportunities (CR304000) form (the Subject box in the Summary area).

The contact that the lead is associated with. The contact can be specified manually or automatically filled in by the system.

By clicking the Edit button right of the box, you can open the related contact on the Contacts (CR302000) form.

If you select a contact in this box, the Associate the Contact with the Lead dialog box opens. In this dialog box, you can associate the contact with the lead. If any contact settings for the contact and lead are different, you can direct the system to use either the lead's value or the contact's value for both entities.

If this box is empty and you select a business account in the Business Account box, the Associate Entities wizard opens. Depending on the selections you make in this wizard, you can cause a new or existing contact to be selected with the lead (and thus selected in the Contact box), associate the selected lead with only the business account, or with the business account and a new or existing contact.

The business account that the lead is associated with. The business account can be specified manually or automatically filled in by the system.

By clicking the Edit button right of the box, you can open the related business account on the Business Accounts (CR303000) form in a pop-up window. If no business account has been selected, you can create the associated business account on the fly.

If the Contact box is empty and you select a business account in this box, the Associate Entities wizard opens. You can use this wizard to associate the lead with only the business account or with the business account and a new or existing contact.

The system does not insert the business account into the box (and thus associate the business account with the lead) until you have proceeded through the pages of the wizard.

The owner of the lead. If a workgroup has been specified on the CRM Info tab of this form, you can select the owner from only its members; if no workgroup is specified, you can select any user.

Based on the lead class of this lead (which is also specified on the CRM Info tab of the current form), the system fills in the default setting as follows, based on the option selected in the Default Owner box (in the Data Entry Settings section of the Details tab) of the Lead Classes (CR207000) form for the lead class:

• If the Creator option is selected for the lead class, the system fills in the user name of the user who created the current lead.
• If the Source Entity option is selected for the lead class and this lead has been created from another entity (such as a contact), the system copies the owner and workgroup (if specified) from the source entity.
• If the Assignment Map option is selected for the lead class, the system fills in the owner based on the assignment map of the lead class. This assignment map is specified in the Data Entry Settings section of the Details tab of the Lead Classes form.
• If the default Do Not Change option is selected for the lead class, the system does not change the original value in the Owner box (if it was filled) and does not insert an owner (if the box is empty) if a user changes the lead class.

You can select an owner among employees.

The source of the lead.

You can select an option from the predefined list, which contains 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.

Read-only. The duplicate validation status of the record.

The default value is Not Validated, indicating that the record has not been validated.

If a user clicks Check for Duplicates on the More menu, the system searches for duplicates of the record and inserts one of the following options:

• Possible Duplicate: The record has been validated, and at least one possible duplicate has been found.
• Validated: The record has been validated, and no duplicates have been found.
• Duplicated: The record has been closed as a duplicate, and its status has been set to Disqualified.

This box is displayed on the form only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that if a contact or business account is associated with this lead (that is, if a contact or business account is selected—or both of these are selected—in the Summary area of the current form), you can enter contact information on this tab that may differ from the information of the associated contact or lead.

If the check box is cleared, the information on the lead record is synchronized with the contact associated with the lead (if any) or the business account (if there is no contact associated the lead), and can be updated on the Contacts (CR302000) or Business Accounts (CR303000) form, respectively.

The type and the phone number for the lead; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.

There are four elements to enter phone number types and phone numbers for the lead.

A check box that indicates (if selected) that the address has been validated with a third-party specialized software or service.

The check box is displayed on the form if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

For the description of the dialog box, see Address Lookup Dialog Box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.

The two-letter code representing the country of the lead’s mailing address. You can select a code from the predefined list of countries.

The system populates this box with the default country, which is defined on the Branches (CS102000) form (in the Default Country box in the Configuration Settings section of the Branch Details tab). You can override this country.

A check box that indicates (if selected) that the individual whose contact information has been entered on this tab has given consent to the processing of the individual’s personal data.

The check box is cleared by default.

The date when the individual gave consent to personal data processing.

This box is empty by default if the Consented to the Processing of Personal Data check box is cleared. If a user selects the check box, the system inserts the current business date in the box.

This box is available if the Consented to the Processing of Personal Data check box is selected, and the current business date is specified in it by default.

The date when the individual's consent expires.

If this box is empty, the system treats the individual's consent as perpetual (that is, never expiring).

Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.

By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Create Note, Create Chat, Create Escalation, Create Message, Create Phone Call, and Create Work Item.

To change the list of menu commands, you can add or remove activity types by using the Activity Types form.

Pins the activity to the top of the list.

Once the activity is pinned, an icon is shown in the Is Pinned column.

A user can click a pinned activity and then click the button to unpin the activity. If a user unpinned an activity from the list, an icon is no longer shown in the Is Pinned column, and the activity is moved to the appropriate location based on the sorting settings.

The status of the activity.

This column contains one of the following options: Draft, Open, Processing, Completed, Approved, Rejected, Canceled, Pending Approval, or Released .

The lead class that the lead belongs to. A lead class, which is defined on the Lead Classes (CR207000) form, controls some default settings of the lead and determines which additional elements are displayed on the Attributes tab of this form.

By default, the system inserts the class (if any) from the Default Lead Class box of the General tab (the Data Entry Settings section) of the Customer Management Preferences form.

If the lead has been created from an incoming message through the Outlook integration, the system copies the lead class from the Incoming Mail Processing tab of the System Email Accounts (SM204002) form.

A check box that indicates (if selected) that the lead can be nurtured by a marketing team.

By default, the system selects this check box if the lead has one of the following statuses: New, Open, Sales-Ready, or Sales-Accepted. The system clears the check box if the lead has one of the following statuses: Converted, Suspended, or Disqualified.

The language in which the lead prefers to communicate.

By default, the system fills in the box with the locale specified for the lead's country.

This box is displayed on the form only if there are multiple active locales defined on the System Locales (SM200550) form.

Opens the Merge Conflicts dialog box, which you use to merge the record that is selected on the form with the record that is selected in the table.

This button is available only if a record has been selected in the Records for Merging table.

The identifier of the business account associated with the duplicate lead.

The ID is also a link you can click to view the business account on the Business Accounts (CR303000) form, which the system opens in a new browser tab.

The status of the duplicate lead.

The lead can be assigned one of the following statuses:

• New: The lead has been created, but no work has been done on it yet.
• Open: The lead is being worked on by the marketing team or lead qualification personnel.
• Sales-Ready: The lead has been qualified by the marketing team or lead qualification personnel as showing more interest in the organization's products or services than other leads show.
• Sales-Accepted: The lead has been initially reviewed and accepted by the lead qualification team, and the sales team will perform further qualification.
• Converted: The lead has been qualified and converted to an opportunity. If the lead has this status, most of the UI elements on the form are read-only.
• Suspended: This obsolete status is no longer used in the lead qualification workflow, and it cannot be selected. If a previously created lead has the Suspended status, you can change this status to any status that is available in the lead qualification workflow during lead processing.
• Disqualified: The lead has shown no interest in the organization's products or services or is not reachable (for example, the contact information is not valid). Some organizations may also use this status for duplicate leads.

The source of the duplicate lead.

This box contains 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.

Opens one of the following, depending on whether you have selected a contact or a business account in the table:

• If you have selected a contact, the Associate the Contact with the Lead dialog box, which you use to associate these records. If any contact settings for the contact and lead are different, you can direct the system to use either the lead's value or the contact's value for both entities.
• If you have selected a business account, the Associate Entities wizard opens. You can use this wizard to associate the lead with only the business account or with the business account and a new or existing contact.

Required. The relational role of the associated record, which describes the way it relates to the record selected on the current form. One-way and bidirectional roles are available for selection.

You can select any of the following one-way roles:

• Business User, Decision Maker, Evaluator, Related Entity, Referrer, Support Engineer, Source, Supervisor, or Technical Expert: These roles all represent contacts that are related to the record selected on the form; your organization determines how to use these informational roles. When you select any of these roles, Contact is inserted in the Type column. In this row, you need to select an existing business account (which causes the name to be inserted), a specific contact, or both, and other columns are filled in automatically.
• Source: This role indicates that the record in the row is the one from which the relation comes. When you select this role, you need to select its type and then select a particular record of the type in the Document column; the specified elements for the record are inserted in the row.
• Related Entity: This role indicates that the record in the row is related to the record selected on the form in some way that does not fit the other roles. When you select this role, you need to select its type and then select a particular record of the type in the Document column; the specified elements for the record are inserted in the row.

You can select any of the following bidirectional roles:

• Source: The record in the row is the one from which the relation comes.
• Derivative: The record in the row is the associated record selected for the relation.
• Parent: The record in the row is the primary record in the hierarchical parent-child relation.
• Child: The record in the row is the subordinate record in the hierarchical parent-child relation.

For a one-way role, the row that has the information about the relation is shown only on this tab of the current form.

For a bidirectional role, the row is shown on both this tab and the Relations tab of the creation form of the associated record (if the associated record has the Relations tab).

After a row with a relation has been added and the changes to the form have been saved, this column is unavailable for editing.

A check box that indicates (if selected) that the current row is considered the primary relation of the selected role.

This check box can be selected for multiple listed relations, but only one relation can be primary for each role.

This check box is informational; no system functionality is connected to its use.

Required. The type of the associated record.

This box contains one of the following options:

• AP Invoice: An AP invoice created on the Bills and Adjustments (AP301000) form
• AR Invoice: An AR invoice created on the Invoices and Memos (AR301000) form
• Business Account: A business account created on the Business Accounts (CR303000) form
• Campaign: A marketing campaign created on the Marketing Campaigns (CR202000) form
• Case: A case created on the Cases (CR306000) form
• Contact: A contact created on the Contacts (CR302000) form
• Customer: A customer created on the Customers (AR303000) form
• Employee: An employee created on the Employees (EP203000) form
• Expense Receipt: An expense receipt created on the Expense Receipts (EP301010) form
• Lead: A lead created on the Leads (CR301000) form
• Opportunity: An opportunity created on the Opportunities (CR304000) form
• Purchase Order: A purchase created on the Purchase Orders (PO301000) form
• Sales Order: A sales order created on the Sales Orders (SO301000) form
• Sales Quote: A sales quote created on the Sales Quotes (CR304500) form
• Vendor: A vendor created on the Vendors (AP303000) form

Depending on the role selected for this row, you select the type of the record as follows:

• For any one-way role except Related Entity, only the Contact type can be selected.
• For Related Entity or any bidirectional role, all options listed above are available for selection.

After a row with a relation has been added and the changes to the form have been saved, this column is unavailable for editing.

The identifier or display name (or both) of the document (that is, record) related to the record selected on the current form. The lookup table includes the documents or records of the type that is selected in the Type column of this row. Once this column has been filled in, the specified document becomes a link that you can click to open the record on its creation form in a pop-up window.

This column is available for editing only if a bidirectional role or Related Entity is selected in the Role column.

If the selected type is Customer or Vendor, the list of customers or vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. For details, see Visibility of Customer Records and Visibility of Vendor Records.

The identifier of the business account associated with the selected record (if a record has the associated business account).

The specified identifier becomes a link that can be clicked to open the business account on the Business Accounts form in a pop-up window.

The name of the business account.

The name is inserted by the system if a business account is selected for the row.

The contact associated with the role (if the Type is Contact) or the contact associated with the record selected in the Document column.

The specified contact becomes a link that you can click to open the contact on the Contacts form in a pop-up window.

You can change the contact if in this column, the Lead, Business Account, or Customer option is selected.

A check box that indicates (if selected) that the contact should receive a copy of emails.

If a bidirectional role is selected in the Role column of a row, on the Relations tab of the creation form of the associated record the check box is cleared for the corresponding row.

The identifier of the campaign the lead is a member of.

The identifier is also a link that you can click to open the Marketing Campaigns (CR202000) form in a pop-up window and view the settings of the campaign.

The name of the campaign. The system populates this column based on the identifier selected in the Campaign ID column.

The unique identifier of the marketing list included in the campaign and through which the lead became a member of the campaign. If the lead was added to the campaign manually, this column is blank.

The start date of the campaign.

The end date of the campaign.

The promotion code used in the campaign.

The name of the person to whom the campaign is assigned.

The date when the lead was added to the campaign either manually or through the addition of its marketing list.

Contains a menu with commands that you can click to change the subscription status of the lead.

The menu has the following commands:

• Subscribe All: Subscribes the lead to the lists in the table as follows:
  • If you click the menu command without first filtering records, subscribes the lead to all the lists on the tab
  • If you select a filter in the box on the table toolbar (if any filters have been defined on the tab) and then click the menu command, subscribes the lead to all the lists that are shown after selection of the filter
• Unsubscribe All: Unsubscribes the lead from the lists in the table as follows:
  • If you click the menu command without first filtering records, unsubscribes the lead from all the lists on the tab
  • If you select a filter in the box on the table toolbar (if any filters have been defined on the tab) and then click the menu command, unsubscribes the lead from all the lists that are shown after selection of the filter

A check box that indicates (if selected) that the lead is subscribed to the marketing list.

If a marketing list is dynamic, the lead is included in the list, and the lead was not unsubscribed previously, the check box is selected.

Marketing lists with this check box selected are displayed at the top of the list. The rest of the marketing lists are sorted by the Marketing List ID setting in the ascending order.

The identifier of the marketing list the lead is a member of. The ID is also a link; if you click this link, the system opens the Marketing Lists (CR204000) form in a pop-up window, so that you can view the settings of the marketing list.

The name of the marketing list.

The system populates this column based on the ID selected in the Marketing List ID column.

The type of the marketing list.

The list can be assigned either of the following types:

• Dynamic: The system updates the list of members using the generic inquiry specified in the Generic Inquiry box of the Marketing Lists form for the list as the data source.
• Static: You add and modify the set of members in the list manually or by using the Add Members menu on the table toolbar of the Marketing Lists form to select the data source for the list.

Opens the Create Opportunity dialog box, where you can create an opportunity for the lead. By using the dialog box, you can also specify the required settings and update (if needed) the settings inserted by the system for the opportunity, business account, and contact. When the opportunity for the lead is created, the status of the lead is changed to Converted.

This command is available if the status of the lead is New, Open, Sales-Ready, or Sales-Accepted.

The identifier of the opportunity. which is also a link. You can click the link to view the settings of the opportunity on the Opportunities (CR304000) form, which the system opens in a pop-up window.

The current stage of the opportunity.

The column may contain any of the following predefined stages, as well as any custom stage that has been defined for the opportunity class:

• Prospect: The contact or business account associated with the opportunity is a known prospect, but it is not clear whether this prospect is interested in the offered products or services.
• Nurture: A salesperson is collecting information about the prospect or customer's interest in products and services; the salesperson may also be negotiating with the prospect or customer. This stage may be useful if your company decides not to use leads.
• Qualification: A salesperson is determining the prospect or customer's interest in purchasing particular products or services.
• Development: A salesperson is clarifying the prospect or customer's requirements for products or services, as well as the budget, delivery schedule, and project scope (if applicable).
• Solution: A salesperson is negotiating with the prospect or customer about the content of the solution (proposal) and the set of products or services that the prospect or customer wants to buy. The salesperson is creating product demonstrations or other evaluation tools, and the prospect or customer is evaluating the products or services.
• Proof: A salesperson has developed a solution (that is, a proposal), and the prospect or customer is evaluating the solution. The salesperson may select a primary sales quote at this stage.
• Negotiation: A salesperson and the prospect or customer are negotiating the prices, discounts, and terms of the proposed deal.
• Won: The prospect or customer has accepted the proposal and is ready to sign the contract or place an order (or has already done this). Some companies prefer to advance the opportunity to this stage only after the invoice has been issued, or even after a payment has been received.

The status of the opportunity.

This box contains one of the following options:

• New: The opportunity has been created, but no work has been done on it yet.
• Open: The opportunity is being worked on by a sales team.
• Won: The deal has been successfully closed.
• Lost: The deal has been canceled.

The currency of the opportunity.

If the opportunity has a primary project quote and you change the currency, rate type, effective date, or exchange rate of this project quote, the system changes the currency of the opportunity appropriately.

If the opportunity has a submitted primary project quote—that is, a quote with any status except Draft that has the Primary check box selected in the Summary area of the Project Quotes (PM304500) form—you cannot change the currency, rate type, effective date, or exchange rate of the opportunity.

Synchronizes the data with Salesforce.

This button is available if the Salesforce Sync data provider is marked active on the Data Providers (SM206015) form and only for entities listed on the Salesforce Sync (SF205020) form.

The synchronization status of the record.

The following options are available:

• Modified Locally: The record was modified in MYOB Advanced, and then the data was synchronized with the external system.
• Modified Externally: The record was modified in the external system, and then the data was synchronized with MYOB Advanced.
• Synchronized: The record was created or deleted in one of the systems, and then the data was synchronized with the other system.

The operation that modified the record data.

The following options are available: Update, Insert, and Delete.

Synchronizes the data with HubSpot.

During this synchronization, the system checks whether there are any data changes in either HubSpot or MYOB Advanced. Then the system either pulls the data from HubSpot or pushes the data to HubSpot from MYOB Advanced, so that the latest version is used for both entities. If there are data changes in both HubSpot and MYOB Advanced, then the system checks what is set as the master source for the entity type in the Master Source column on the HubSpot Sync (HS205020) form and applies the changes from the master source.

This button is available if the HubSpot Sync data provider is marked active on the Data Providers (SM206015) form and only for entity types listed on the HubSpot Sync form.

Pushes the data from MYOB Advanced to HubSpot for the selected record (that is, the record you clicked in the table before clicking this button).

While pushing the data, the system replaces the current version of the item in HubSpot with the selected item from MYOB Advanced.

Pulls the data from HubSpot to MYOB Advanced for the selected record.

While pulling the data, the system replaces the current version of the item in MYOB Advanced with the selected item from HubSpot.

The external reference number of the corresponding synchronized record in HubSpot.

The synchronization status of the record.

This box contains one of the following options:

• Synchronized: The record was created or deleted in one of the systems and then the data was synchronized with the other system.
• Pending Sync: The record is pending synchronization.
• Skipped: The synchronization of the record was skipped.