How to create a Business Account Class in Acumatica ERP

Step 1: In the main menu, select Marketing Module:

Then, select the Business Account Class (CR208000) form under the Preference category and open it. After opening the form on the form toolbar, click the Add button to create a new Lead class (Screenshot 1, 2, and 3).

Screenshot 1

Screenshot 2
Screenshot 3

Step 2: In the summary area, specify the following details:

To prevent users of the Self-Service Portal from seeing any records from the class Select the Internal Check box (Screenshot 4).

Screenshot 4

After specifying the details on the form toolbar, click Save.

Thus, creating a Business Account Class in Acumatica ERP follows.

This blog explains “How to create a Business Account Class in Acumatica ERP”

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