Scenario How to show how many leads and prospect are converted to Customer on a specific date range Solution Navigate to Lists > Search > Saved Search > New Click Customer Search Title: Enter Title Click Criteria Click Use Expressions Click Columns Field: Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed. Select System Notes : Old Value Description: contains Prospect Parens: ( And/Or: Or… Continue reading Create Saved Search that Show How Many Leads and Prospect are Converted to Customer on Specific Date Range
Tag: Lead
Triggering a User Event Script Using a Scheduled Script in NetSuite for Lead and Prospect Converted Customer
Introduction In NetSuite, automation of business processes is crucial for maintaining an efficient workflow. One such use case involves triggering a User Event Script when a customer record changes from a lead or prospect stage to a customer stage, specifically during conversions that indicate a business deal (e.g., “Closed Won” status). This article will walk… Continue reading Triggering a User Event Script Using a Scheduled Script in NetSuite for Lead and Prospect Converted Customer
In the lead record, the sales rep field value is the same in the user-event script for old and new records.
The sales rep field value in the lead record is populated using a workflow. For the combination of scripts and workflows, it will still follow the scripted record order. However, the script is being executed first, followed by workflow. This was the reason, in the user event scripts, old records, and new records remained the… Continue reading In the lead record, the sales rep field value is the same in the user-event script for old and new records.