Customer Relationship Management Guide

version: 2026 R1

Customer Relationship Management (CRM)
CRM: Introduction to Customer Relationship Management
CRM: General Information
Defining Lead Classes
Lead Classes: General Information
Lead Classes: Configuration Prerequisites
Lead Classes: Implementation Activity
Defining Business Account Classes
Business Account Classes: General Information
Business Account Classes: Configuration Prerequisites
Business Account Classes: Implementation Activity
Defining Contact Classes
Contact Classes: General Information
Contact Classes: Configuration Prerequisites
Contact Classes: Implementation Activity
Defining Campaign Classes
Campaign Classes: General Information
Campaign Classes: Configuration Prerequisites
Campaign Classes: Implementation Activity
Defining Opportunity Classes
Opportunity Classes: General Information
Opportunity Classes: Configuration Prerequisites
Opportunity Classes: Implementation Activity
Defining Case Classes
Case Classes: General Information
Case Classes: Case Commitments
Case Classes: Modes of Case Billing
Case Classes: Configuration Prerequisites
Case Classes: Implementation Activity
Configuring Assignment Maps
Assignment Maps: General Information
Assignment Maps: Configuration Prerequisites
Assignment Maps: To Configure a Lead Assignment Map
Assignment Maps: To Configure an Opportunity Assignment Map
Assignment Maps: To Configure a Case Assignment Map
Creating Leads
Leads: General Information
Leads: Configuration Prerequisites
Leads: To Create a Lead Manually
Leads: To Import Leads from a Purchased List
Leads: To Create a Lead by Using the Acumatica Add-In for Outlook
Validating Records for Duplicates
Record Validation for Duplicates: General Information
Record Validation for Duplicates: Implementation Checklist
Record Validation for Duplicates: Merging of Duplicate Records
Record Validation for Duplicates: Association of Leads and Contacts
Record Validation for Duplicates: Association of Leads with Business Accounts and Contacts
Record Validation for Duplicates: To Validate a Lead for Duplicates
Record Validation for Duplicates: Mass-Validation of Records
Record Validation for Duplicates: To Validate Multiple Leads for Duplicates
Assigning Leads to Owners and Workgroups
Lead Assignment to Owners and Workgroups: General Information
Lead Assignment to Owners and Workgroups: Implementation Checklist
Lead Assignment to Owners and Workgroups: Process Activity
Managing Emails and Activities
Emails and Activities: General Information
Emails and Activities: Time Reporting
Emails and Activities: Implementation Checklist
Emails and Activities: Emails
Emails and Activities: To Create an Email
Emails and Activities: Events
Emails and Activities: To Create an Event
Emails and Activities: Activities
Emails and Activities: To Track a Phone Call
Emails and Activities: Tasks
Emails and Activities: To Create a Task
Managing Relations
Relations: General Information
Relations: Sales Orders, Opportunities, and Other Entities
Relations: Implementation Checklist
Relations: Process Activity
Managing Marketing Lists
Marketing Lists: General Information
Marketing Lists: Implementation Checklist
Marketing Lists: To Create a Static Marketing List
Marketing Lists: To Create a Dynamic Marketing List
Managing Marketing Campaigns
Marketing Campaigns: General Information
Marketing Campaigns: Project Accounting for Campaigns
Marketing Campaigns: Implementation Checklist
Marketing Campaigns: Process Activity
Managing Mass Emails
Mass Emails: General Information
Mass Emails: Implementation Checklist
Mass Emails: To Create and Send a Mass Email
Mass Emails: To Email from a Marketing List
Mass Emails: To Email from a Marketing Campaign
Qualifying Leads (Marketing)
Lead Qualification by Marketing Teams: General Information
Lead Qualification by Marketing Teams: Implementation Checklist
Lead Qualification by Marketing Teams: To Disqualify a Lead
Qualifying Leads (Sales)
Lead Qualification by Sales Teams: General Information
Lead Qualification by Sales Teams: Implementation Checklist
Lead Qualification by Sales Teams: To Convert a Lead to an Opportunity
Lead Qualification by Sales Teams: To Disqualify a Lead
Creating Business Accounts
Business Accounts: General Information
Business Accounts: Association with a Contact
Business Accounts: Extension of a Business Account as a Customer or Vendor
Business Accounts: Configuration Prerequisites
Business Accounts: To Create a Business Account Manually
Business Accounts: To Create a Business Account by Using the Acumatica Mobile App
Creating Contacts
Contacts: General Information
Contacts: Configuration Prerequisites
Contacts: To Create a Contact Manually
Contacts: To Create a Contact by Using the Acumatica Add-In for Outlook
Contacts: To Create a Contact by Using the Acumatica Mobile App
Creating Opportunities
Opportunities: General Information
Opportunities: Configuration Prerequisites
Opportunities: Settings
Opportunities: Address Management Through a Third-Party Provider
Opportunities: To Create an Opportunity Manually
Opportunities: To Create an Opportunity with an Item Without an Inventory ID
Opportunities: To Create an Opportunity by Using the Acumatica Add-In for Outlook
Opportunities: To Create an Opportunity by Using the Acumatica Mobile App
Assigning Opportunities to Owners and Workgroups
Opportunity Assignment to Owners and Workgroups: General Information
Opportunity Assignment to Owners and Workgroups: Implementation Checklist
Opportunity Assignment to Owners and Workgroups: Process Activity
Managing Opportunities
Opportunity Management: General Information
Opportunity Management: Opportunity Stages
Opportunity Management: Products and Services in an Opportunity
Opportunity Management: Sales Quotes
Opportunity Management: Currency in Opportunities and Sales Quotes
Opportunity Management: Sales Orders
Opportunity Management: Invoices
Opportunity Management: Implementation Checklist
Opportunity Management: To Add Products to an Opportunity
Opportunity Management: To Create a Sales Quote
Opportunity Management: To Create an Opportunity-Based Sales Order
Creating Cases
Cases: General Information
Cases: Configuration Prerequisites
Cases: To Create a Case Manually
Assigning Cases to Owners and Workgroups
Case Assignment to Owners and Workgroups: General Information
Case Assignment to Owners and Workgroups: Implementation Checklist
Case Assignment to Owners and Workgroups: Process Activity
Managing Cases
Case Management: General Information
Case Management: Billable Cases
Case Management: Return Orders
Case Management: Tracking of Case Commitment Times
Case Management: Time Extensions for Case Commitments
Case Management: Implementation Checklist
Case Management: To Process a Non-Billable Case
Case Management: To Process a Billable Case
Case Management: To Create a Return Order from a Case
Submitting Cases to Internal Teams
Case Submittal to Internal Teams: General Information
Case Submittal to Internal Teams: Implementation Checklist
Case Submittal to Internal Teams: Process Activity
Managing Marketing Reports
Marketing Reports: General Information
Marketing Reports: Lead Generation and Processing Analysis
Marketing Reports: Lead Conversion and Qualification Analysis
Marketing Reports: Campaign Analysis
Managing Opportunity Reports
Opportunity Reports: General Information
Opportunity Reports: Opportunity Estimation
Managing the Support Report
Support Report: General Information
Support Report: Case Analysis

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