ANS-0359 · CUSTOMER & CRM RECORDS
Understanding Lead Sources and Marketing Campaigns with NetSuite’s Marketing Automation
The Marketing Automation feature in NetSuite directly links lead sources to marketing campaign titles, influencing how existing lead data is managed.
Short answer
When NetSuite's Marketing Automation feature is enabled (Setup > Company > Enable Features > CRM), lead sources directly correspond to marketing campaign titles. Disabling this feature, especially with existing lead sources, may impact their categorization or association with marketing campaigns, requiring careful consideration of data management.
Scenario
Users often inquire about the relationship between lead sources and marketing campaigns within NetSuite. Specifically, there is a need to understand how enabling or disabling the 'Marketing Automation' feature affects the management and categorization of lead source data, particularly when lead sources already exist in the system.
Solution
The interaction between NetSuite's lead sources and marketing campaigns is governed by the 'Marketing Automation' feature.
When the
Marketing Automationfeature (found atSetup-> Company->Enable Features->CRM) is enabled, the list of all available lead sources directly matches the titles of your marketing campaigns.If this feature is subsequently disabled, and certain lead sources already exist in the system, turning the feature off may impact their categorization or association with marketing campaigns.
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