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Managing Leads and Contacts (Telemarketing Manager)

This job aid contains instructions related to managing leads and contacts in MYOB Acumatica.

Managing Leads and Contacts

This chapter contains instructions related to managing leads and contacts in MYOB Acumatica.

Creating a Lead

  1. Open the Leads (CR301000) form.
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record.
  3. In the Summary area, in the Source box, select the lead source.
  4. On the Contact Info tab, do the following:
    1. In the Contact section, specify the contact details.
    2. In the Address section, in the Country box, select the country of the lead and specify other available details about the address.
  5. On the CRM Info tab, in the Lead Class box, select the class with which the lead record will be associated.
  6. On the form toolbar, click Save.

 

Creating a Lead with the Acumatica Add-In

  1. Open Outlook and select an email from the lead.
    You can select any email from your incoming mail.
  2. Click the Acumatica button.
  3. On the Acumatica add-in for Outlook form, which opens, click Create Lead.
  4. In the Info section of the add-in for Outlook form, observe that the system populates the values in the First Name, Last Name, and Email boxes 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.
      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.

 

Importing Leads Using an Import Scenario

  1. Open the Import by Scenario (SM206036) form.
  2. In the Name box, select the import scenario.
  3. On the form title bar, click Files. The Files dialog box opens.
  4. In this dialog box, click Browse, select the needed source file, and then click Upload. After you successfully upload the file, close the Files dialog box.
  5. On the form toolbar, click Prepare. The table on the Prepared Data tab becomes populated with the data from the uploaded file.
  6. If needed, exclude certain records in the list from import by clearing the check boxes in the Active column for these records.
  7. On the form toolbar, Save and click Import to initiate the import of the selected records.

 

Creating a Contact

  1. Open the Contacts (CR302000) form. To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New.
  2. On the form toolbar, click Add New Record, and on the Details tab, do the following:
    1. In the Contact section, type the contact's name in the First Name and Last Name boxes and specify other available details about the contact.
    2. In the Address section, in the Country box, select the country of the contact and specify other available details about the address.
  3. On the CRM Info tab in the Contact Class box of the CRM section, select the class that associates with the contact record.
  4. On the form toolbar, click Save.

 

Converting a Lead to a Contact

  1. Open the Leads (CR3010PL) form.
  2. In the table, click the lead record for which you want to create a linked contact. The Leads (CR301000) form opens. Make sure, that the lead has the New, Open, Sales-Ready, or Sales-Accepted status.
  3. On the More menu (under Record Creation), click Create Contact. The Create Contact dialog box opens. The user fills in the dialog box with the contact information specified for the lead.
  4. In the dialog box, do the following:
    1. If needed, on the Main tab, specify missing values and adjust the default ones.
    2. Click Create.

 

Calculating Grams

  1. Open the Calculate Grams (CR503400) form.
  2. Do one of the following:
    1. To calculate grams for individual records, select the appropriate unlabeled check boxes and click Process on the form toolbar.
    2. To calculate grams for all listed records, click Process All on the form toolbar.

 

Validating Leads and Contacts for Duplicates

  1. Open the Validate Records (CR503430) form.
  2. Do one of the following:
    1. If you want to check all listed records for possible duplicates, select the Validate All Records option button.
    2. If you want to check all new records for possible duplicates (or resume validation of all records), select the Validate Only New and Updated Records option button.
  3. To initiate the validation process, click Process All on the form toolbar.
  4. To view possible duplicates after the validation process has been completed, do one of the following:
    1. In the table, click the heading of the Duplicate column and create a filter to view only records with the Possible Duplicate status.
    2. To see if possible duplicates have been found for a particular lead or contact, find the record you need on the Leads (CR301000) or Contacts (CR302000) form. The Duplicates tab will be available on the form if there are possible duplicates.

 

Merging Duplicate Records

  1. Open the Leads (CR3010PL) or Contacts (CR3020PL) form, depending on the type of the duplicated record.
    The system does not allow merging leads that are linked to different contacts.
  2. In the table, click the record that has a possible duplicate.
  3. On the Duplicates tab of the form that opens, select the row with the possible duplicate record displayed in the table that you want to merge with the current record.
  4. Click Merge on the table toolbar. The Merge Conflicts dialog box opens.
  5. In the dialog box, do the following:
    1. In the Target Record box, select which record you want to remain as the original record: Current Record or Duplicate Record.
    2. For each row in the table, select the unlabelled check box to the left of the Current Record or Duplicate Record column depending on which value of the field you want to specify for the target record.
    3. Click Resolve.

 

Assigning a Lead to an Owner

  1. Open the Leads (CR3010PL) form.
  2. In the table, click the lead record that you want to assign to an owner. The Leads (CR301000) form opens. The form is filled in with the data of the selected lead.
  3. If needed, in the Workgroup box on the CRM Info tab, select the workgroup that will assign the lead.
  4. In the Owner box in the Summary area of the form, select the employee to whom you want to assign the lead. If you specify a workgroup in the Workgroup box on the CRM Info tab, the system limits the list of employees available for selection to those included in the selected workgroup.
  5. On the form toolbar, click Save.

 

Assigning Multiple Leads to Owners

  1. Open the Assign Leads (CR503010) form.
  2. In the table, click the header of the Owner column, select the Is Empty filter condition, and click OK to filter unassigned leads.
  3. Do one of the following:
    1. To assign leads, in the unlabelled column, select the check boxes for the leads that you want to assign, and then click Process on the form toolbar.
    2. To assign all listed leads, click Process All on the form toolbar.