Managing Leads, Contacts, and Business Accounts

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 dialog box is filled in 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.

Creating a Business Account from a Lead

1. Open the Leads (CR3010PL) form.

2. In the table, click the lead record that you want to use as the basis for a new business account. The Leads (CR301000) form opens.

   Make sure that the lead record has the New, Open, Sales-Ready, or Sales-Accepted status.

3. On the More menu (under Record Creation), click Create Account. The Create Account dialog box opens.

4. In the Business Account group of settings on the Main tab of the dialog box, specify the following information:

   1. In the Business Account ID box, type the identifier of the new business account.

   2. In the Business Account Name box, type the name of the prospective customer. The box might contain a value by default if someone has already specified one in the contact information of the lead.

   3. In the Business Account Class box, select the business account class to which the business account will belong.

5. If needed, in the Contact group of settings of the Main tab of the dialog box, specify missing values and adjust the default ones.

   If a linked contact already exists for the lead, the system displays the settings in the Contact group of settings as read-only.

6. On the Attributes tab of the dialog box, specify any missing values or update values for the attributes.

7. On the User-Defined Fields tab of the dialog box, specify any missing values or update values for the user- defined fields (if any).

8. Click Create.

Converting a Business Account to a Customer

1. Open the Business Accounts (CR3030PL) form.

2. In the table, click the business account that you want to convert to a customer account. The Business Accounts (CR303000) form opens.

3. On the form toolbar, click Extend as Customer.

   The Customers (AR303000) form opens. The form is filled in with the data of the business account. Review the data and, if needed, add or modify the information about the account.

1. Click Save on the form toolbar.

Converting a Business Account to a Supplier

1. Open the Business Accounts (CR3030PL) form.

2. In the table, click the business account that you want to convert to a supplier account. The Business Accounts (CR303000) form opens.

3. On the More menu (under Record Creation), click Extend as Supplier.

   The Supplier (AP303000) form opens. The form is filled in with the data of the business account. Review the data and, if needed, add or modify the information about the account.

4. Click Save on the form toolbar.