ANS-1799 · CUSTOMER & CRM RECORDS
How to Revert a Customer or Prospect Record to Lead Status in NetSuite
Understand the process for changing a NetSuite customer or prospect record back to a lead, particularly after sales order submission.
Short answer
NetSuite allows users to manually revert a customer or prospect record to a lead status directly through the 'Lead Status' field on the record. While automated reversion after a Sales Order submission might utilize a workflow or script for specific business rules, the fundamental status change can be performed manually.
Scenario
Organizations sometimes need to revert a customer or prospect record back to a lead status within NetSuite. This situation can arise if a sales order was submitted prematurely, or if business rules dictate a different status based on evolving customer engagement.
Solution
To revert a customer or prospect record to a lead status in NetSuite, the 'Lead Status' field on the record can be manually updated. This manual change is permissible even if transactions are associated with the record. For scenarios requiring automated reversion, particularly after a Sales Order submission, a scripted solution or workflow can be implemented to change the customer back to a lead based on specific business rules.
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