Hello everyone, once again this is John Grande coming to you from DimeSoft Business Solutions and as always I am the guy who is absolutely thrilled to talk about Acumatica ERP. Today we are going to show you how to enter a lead into Acumatica. You'll see that this is a very simple process and you're going to be thrilled at how fast you'll be able to learn to do it yourself.
Let's go ahead and jump into the Cloud and take a look at Acumatica. Here we are, back into Acumatica. To enter a lead, we're going to make sure that we're in the organization suite and the customer management module and you'll see right here in the work area there is a way we can manually enter a lead. When I say manually entering a lead, I mean as opposed to uploading a list or a file, which can also be done. I'll just single click on there, and here we are in the lead browser. To add, I will click on the add new record button and it will bring me to a blank lead form and I'll go ahead and type in the lead's name. I'll give them an email address. I'll even give them a phone number. I will assign this lead to a sales rep in my organization, in this case, it's going to be Kachine Williams. I'll also take note of what the source is. The source is the web. We'll assume that this lead came in through our website. Then of course, I'll save it. Matter of fact, I'll save and close.
Once I'm out, I'm going to log out of Acumatica and now I am going to log in as Miss Williams. As always, when you log in as a different user other than the administrator, please take note that there is far less access to the entire system. Only the areas that will apply to the sales rep. Here's a list right here on my dashboard that says, "My new leads." I am going to hit my new leads to bring me to all of them. There's the lead I just entered. As you can see it's all the information that was entered as the administrator. I can even go into notes and type in, "Interested in laptop." That's how a lead is entered into the system.
Once again, thank you so much for joining us here for our videos. If you have any questions or would like to contact me directly, feel free to reach me at 951-928-1990, extension 212, or you can reach me by email at JGrande@DimeSoftInc.com. Thank you very much and I'll be looking forward to our next video together.