Step 1: In the main menu select Marketing Module:
Then under the Preference category select the Business Account Class (CR208000) form and open it after opening the form on the form toolbar, click the Add button to create a new Lead class as explained in Screenshots 1, 2, and 3.
Step 2: In the summary area specify the following details:
- Business Account Class ID: The unique identifier of the lead class.
- Description: A brief description of the lead class. An alphanumeric string of up to 30 characters can be used.
To prevent users of the Self-Service Portal from seeing any records from the class Select the Internal Check box (screenshot 4).
After specifying the details on the form toolbar click Save.
Thus, this blog explains how to create a Business Account Class in Acumatica ERP. For an immersive Acumatica customization and implementation consultation, mail us at info@germinit.com
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