{"id":2723,"date":"2017-08-21T15:20:36","date_gmt":"2017-08-21T15:20:36","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/configuration-des-statuts-client-par-defaut-pour-les-conversions-automatiques\/"},"modified":"2026-07-28T18:25:09","modified_gmt":"2026-07-28T18:25:09","slug":"configuration-des-statuts-client-par-defaut-pour-les-conversions-automatiques","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/configuration-des-statuts-client-par-defaut-pour-les-conversions-automatiques\/","title":{"rendered":"Configuration des statuts client par d\u00e9faut pour les conversions automatiques"},"content":{"rendered":"","protected":false},"template":"","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kadence_starter_templates_imported_post":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","ga_subtitle":"NetSuite attribue automatiquement un statut client par d\u00e9faut lors de la conversion de prospects ou de clients potentiels, en fonction de configurations syst\u00e8me sp\u00e9cifiques.","ga_short_answer":"NetSuite d\u00e9termine le statut par d\u00e9faut de l\u2019entit\u00e9 lors de la conversion automatique en se r\u00e9f\u00e9rant aux param\u00e8tres d\u00e9finis dans les \u00ab Pr\u00e9f\u00e9rences des ventes \u00bb. Ces param\u00e8tres utilisent les statuts pr\u00e9d\u00e9finis de la liste \u00ab Statuts des clients \u00bb. Les administrateurs peuvent configurer ces valeurs par d\u00e9faut afin de s\u2019assurer que les nouveaux clients ou prospects se voient attribuer le statut appropri\u00e9 lors de la conversion, ce qui permet de rationaliser les processus de vente et la gestion des donn\u00e9es.","ga_scenario":"Les utilisateurs constatent souvent que lorsqu\u2019un prospect est automatiquement converti en client \u00e0 la suite d\u2019une transaction, un statut d\u2019entit\u00e9 par d\u00e9faut lui est attribu\u00e9. Il est essentiel de comprendre comment NetSuite s\u00e9lectionne ce statut afin de maintenir une segmentation pr\u00e9cise de la client\u00e8le et de garantir que les processus m\u00e9tier correspondent aux r\u00e9sultats escompt\u00e9s. Ce comportement est r\u00e9gi par des configurations syst\u00e8me sp\u00e9cifiques.","ga_solution":"NetSuite d\u00e9termine le statut par d\u00e9faut de l'entit\u00e9 pour les conversions automatiques en se r\u00e9f\u00e9rant \u00e0 deux zones de configuration cl\u00e9s :\n1. Les statuts par d\u00e9faut pour la conversion automatique sont configur\u00e9s sous `Setup > Sales > Preferences > Sales Preferences`.\n2. Ces param\u00e8tres par d\u00e9faut s'appuient sur les statuts d\u00e9finis dans la liste \u00ab Statuts client \u00bb, qui peut \u00eatre g\u00e9r\u00e9e via `Setup > Sales > Customer Statuses`.","ga_source_author":"","ga_source_author_email":"","ga_date_original":"2017-08-21T17:20:36+02:00","ga_date_verified":"2026-07-05","ga_source_subject":"What determines the entity status that is chosen when converting via transactions?","ga_ans_id":"ANS-0984","ga_publish_decision":"publish_with_edits","ga_staleness_risk":"high","ga_review_priority":"verify_first","ga_tier2_verdict":"partially_outdated","ga_tier2_concerns":"The menu path for setting default statuses for automatic conversion, originally stated as 'Setup > Sales > Prospect and Customer', appears to be outdated. Current documentation indicates this is configured under 'Setup > Sales > Preferences > Sales Preferences'.","ga_final_category":"Customer & CRM Records","footnotes":""},"ga_category":[25,99,99],"ga_audience":[89],"ga_difficulty":[93],"class_list":["post-2723","qa_entry","type-qa_entry","status-publish","hentry","ga_category-customer-crm-records","ga_category-enregistrements-clients-et-crm","ga_audience-administrateur-netsuite","ga_difficulty-debutant"],"taxonomy_info":{"ga_category":[{"value":25,"label":"Customer & CRM Records"},{"value":99,"label":"Enregistrements clients et CRM"},{"value":99,"label":"Enregistrements clients et CRM"}],"ga_audience":[{"value":89,"label":"Administrateur NetSuite"}],"ga_difficulty":[{"value":93,"label":"D\u00e9butant"}]},"featured_image_src_large":[],"author_info":[],"comment_info":"","_links":{"self":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2723","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry"}],"about":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/types\/qa_entry"}],"version-history":[{"count":1,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2723\/revisions"}],"predecessor-version":[{"id":4643,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2723\/revisions\/4643"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=2723"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=2723"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=2723"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=2723"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}