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.
![](https://www.germinit.com/wp-content/uploads/2024/01/1-15.png)
![](https://www.germinit.com/wp-content/uploads/2024/01/2-4.png)
![](https://www.germinit.com/wp-content/uploads/2024/01/3-2.png)
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).
![](https://www.germinit.com/wp-content/uploads/2024/01/4-2.png)
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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