How to Create a Business Account Class in Acumatica

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.

Screenshot 1
Screenshot 2
Screenshot 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). 

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  

About Us– Recognized for its X3 implementation and customization worldwide, GerminIT is one of the oldest Sage X3 (a Sage Business Cloud Solution) development and implementation enablers and a one-stop solution provider for Sage X3 organizational needs. With a proven track record of X3 development and implementation solutions for clients across the US, UK, Middle East, Australia, Asia, and Africa, we bring complete end-to-end assistance for data migration, system integrations, technical consultations, and implementation competence, and third-party support add-on development, and product customizations.  GerminIT will support your business with the best-in-class Sage X3 customization and development services, integrated applications such as Shipping System | eCommerce | Business Intelligence | POS | WMS | Payment Gateway, and mobile add-on solutions. GerminIT caters to a wide range of Sage X3 offerings. Currently, we provide end-to-end support with Sage X3 implementation and customization solutions for Sage business partners, Sage PSG, and end-users worldwide.  



Cloud ERP Consultation In India


Leave a Reply

Your email address will not be published. Required fields are marked *