Hello, everyone. This is John Grande, coming to you once again from DimeSoft Business Solutions. I am the guy, as always, who is thrilled to talk about Acumatica ERP. Today, we're going to be talking about opportunity management and how opportunities work within Acumatica. Let's go ahead and jump into the cloud and take a look. I am going to go ahead and log in as Williams. Williams is a sales rep with our fictional organization. Once I'm signed in, you can see my new leads right here on the dashboard. I'm going to click on my new leads, and within this list I could see the lead that was created for me by my sales manager. Open it up. I am going to change the status from new to open. That way, my sales manager can see that I've gotten the lead and I've started to take action.
Speaking of action, I am going to go to the actions dropdown and create an opportunity. Inside of an opportunity, I will be able to perform a variety of different tasks and work flows, the first of which I am going to create a task by going to my activities. Inside of activities, of course, I have to make sure the opportunity is saved, you'll see I can add a task, and this task I am going to call follow-up. It will remind me on my task list to follow up on this date. I am also going to send an email to this lead and click send. That email you'll notice is now here on my activities list right here in the tab. Just by single clicking on that email line, I can read the email or I can always drill down and read the email in its entirety.
If I happen to make a phone call or have a phone call with this particular opportunity, I can go to my add activity and you will see add phone call alongside a variety of other types of activities. I'll make some notes about the call. He is interested in the Acer laptop. I'll save and close it. Now I can go to my products tab and I can document what product he is actually interested in, that Acer laptop. He wants to buy one at a unit price of $500. This will now show in my sales pipeline or my funnel, which can be used towards sales projections. I'm going to save it, which is making sure all of the information I entered into this opportunity will still be there.
I'm going to create an account. Now they're no longer just a lead. In my particular organization, as a sales rep, I do not have the authority to create a customer or convert to a customer. You'll see it's grayed out. I can't do that. What I'm going to need to do is request to my sales manager or to my boss to convert this to a customer so we can go ahead and get started on an order. I'm going to go back into my activities and I'm going to add a task. That task is going to be called convert to customer, and I'm going to assign the ownership of this task not to me, but to my boss, who's Mr. Baker. It is assigned to happen today. I'm also going to give it a due date today because I want to get the order in right away. I'll save and close it.
Now I'm going to log out. Now I'll log in as Mr. Baker, who is the administrator of Acumatica. When I sign in, you'll see the user experience is very different. I now have access to a lot more areas of the system. I'm going to go to my tasks and approvals. Here is the task that was just created by my sales rep, Williams. I'm going to go to my tasks, and I should see it right here on the list, the bottom one in bold, and I can see convert to customer, so I'm going to click on this hyperlink, which will open up the business account record. I'll go right to actions and you'll see it's not grayed out. I can convert it to customer. Now they're a customer. I'll save my work and close the record. I will go to convert to customer, the task, and I will remark complete. Then that'll take it off my list
That's how we manage an opportunity and convert a lead into a customer. Thanks once again, everyone, for taking time to take a look at this video. I hope it was helpful and informative. I know it was fun for me. If you should have any questions regarding what you saw or any more information regarding Acumatica, please feel free to give me a call directly at (951)928-1990, extension 212, or drop me an email at email@example.com. Thank you very much, everyone.