To Create a Lead by Using the Acumatica Add-In

If you want to create a new lead by using the Acumatica add-in, do the following:

1. Open Outlook and select an email from the lead.
   Tip:

   You can select any email from your incoming mail.
2. Click the MYOB button.
3. On the MYOB add-in for Outlook form, which opens, click Create Lead.
4. In the Info section, which appears on the add-in for Outlook form, notice that the values in the First Name, Last Name, and Email boxes have been populated with the information from the email.
5. If needed, specify the following information:
   1. In the Position box, type the lead's job title or position.
   2. In the Account box, select the business account that will be associated with the lead.
      Note:

      We recommend that you specify a business account of the customer type for a new lead. If you do not do so, then afterward you may be unable to create a case associated with this lead because the case class you specify for the case may require a customer.
   3. In the Account Name box, type the business name of the lead’s company.
   4. In the Source box, select the source of the lead, which can be one of the following: Web, Phone Inquiry, Referral, Purchased List, Campaign, Organic Search or Other.
   5. In the Country box, select the country of the lead.
6. Click Create Lead to submit the specified information.

As a result, a new lead is created in MYOB Acumatica; the first and last name and the email address of the email sender or recipient are transferred to the created record. If your user account is associated with an employee record, this employee is assigned as an owner to the newly created lead. On the add-in form, you can review basic information about the created lead, such as the lead's position and company name.