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: prospect
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