ANS-0984 · CUSTOMER & CRM RECORDS
Configuring Default Customer Statuses for Automatic Conversions
NetSuite automatically assigns a default customer status when converting leads or prospects, based on specific system configurations.
Short answer
NetSuite determines the default entity status during automatic conversion by referencing settings in Sales Preferences. These settings utilize the predefined statuses from the Customer Statuses list. Administrators can configure these defaults to ensure new customers or prospects are assigned the appropriate status upon conversion, streamlining sales processes and data management.
Scenario
Users often observe that when a lead or prospect is automatically converted into a customer via a transaction, a default entity status is assigned. Understanding how NetSuite selects this status is crucial for maintaining accurate customer segmentation and ensuring business processes align with desired outcomes. This behavior is governed by specific system configurations.
Solution
NetSuite determines the default entity status for automatic conversions by consulting two key configuration areas:
The default statuses for automatic conversion are configured under
Setup > Sales > Preferences > Sales Preferences.These default settings draw from the statuses that are defined in the Customer Statuses list, which can be managed via
Setup > Sales > Customer Statuses.
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