To Create an Opportunity by Using the Acumatica Add-In

If you want to create an opportunity associated with an existing contact, do the following:

  1. Open Outlook and select any email.
  2. Click the MYOB button.

    The MYOB add-in for Outlook form opens.

  3. In the Person box of the MYOB add-in for Outlook form, select a lead, contact, or business account for which you want to create an opportunity.
  4. In the bottom of the MYOB add-in form, click Create Opportunity.

    The New Opportunity Details group of elements appears on the form.

  5. In the Class ID box, select the opportunity class to which the opportunity will belong.
  6. In the Subject box, type a short description of the opportunity. By default, the email subject is specified in this box.
  7. In the Stage box, select the current stage of the opportunity.
  8. In the Est. Close Date box, specify the estimated date of the deal closure.
  9. In the Amount boxes, type the estimated amount of the deal and select the currency of the deal.
  10. In the Branch box, specify the branch to which the opportunity is related.
  11. Click Create Opportunity.

Notes

References to the instruction:

  • In the Class ID box, the opportunity class specified in the Default Opportunity Class box on the General Settings tab of the Customer Management Preferences (CR101000) form (if any) is selected by default.
  • The currently opened email is attached to the newly created opportunity record as a related email activity. The opportunity is associated with the selected contact, and you can review the basic information about the opportunity, such as the opportunity identifier and description, on the add-in form.
  • If you create multiple opportunities based on the same email, the information about the most recently created opportunity is displayed on the add-in form for the contact.