{"id":3292,"date":"2017-08-21T15:26:43","date_gmt":"2017-08-21T15:26:43","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/comment-gerer-les-fiches-de-prospects-et-desactiver-les-devis-dans-netsuite\/"},"modified":"2026-07-28T18:25:40","modified_gmt":"2026-07-28T18:25:40","slug":"comment-gerer-les-fiches-de-prospects-et-desactiver-les-devis-dans-netsuite","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-gerer-les-fiches-de-prospects-et-desactiver-les-devis-dans-netsuite\/","title":{"rendered":"Comment g\u00e9rer les fiches de prospects et d\u00e9sactiver les devis dans NetSuite"},"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":"Comprenez la distinction entre les statuts des entit\u00e9s \u00ab prospects \u00bb et les enregistrements, et d\u00e9couvrez la m\u00e9thode directe pour d\u00e9sactiver la fonctionnalit\u00e9 \u00ab Devis \u00bb dans NetSuite.","ga_short_answer":"Pour d\u00e9sactiver les devis, d\u00e9cochez la fonctionnalit\u00e9 \u00ab Devis \u00bb sous l\u2019onglet \u00ab Transactions \u00bb dans Configuration > Soci\u00e9t\u00e9 > Fonctionnalit\u00e9s activ\u00e9es. Concernant les prospects, sachez que \u00ab Prospect \u00bb d\u00e9signe \u00e0 la fois un statut d\u2019entit\u00e9 et un type d\u2019enregistrement distinct. Le simple fait de modifier la probabilit\u00e9 dans la liste des statuts client peut ne pas emp\u00eacher totalement la cr\u00e9ation de prospects, car ceux-ci constituent une \u00e9tape fondamentale du cycle de vente.","ga_scenario":"Un utilisateur de NetSuite souhaite <a class=\"ga-interlink\" href=\"https:\/\/answers.gurussolutions.com\/fr\/answers\/how-to-address-customer-lead-deletion-issues-with-media-file-dependencies\/\">contr\u00f4ler l\u2019utilisation des fiches de prospects<\/a> et d\u00e9sactiver la fonctionnalit\u00e9 \u00ab Devis \u00bb. Cette situation se pr\u00e9sente souvent lorsque les processus m\u00e9tier ne n\u00e9cessitent pas ces fonctionnalit\u00e9s sp\u00e9cifiques ou lorsque l\u2019on cherche \u00e0 rationaliser le cycle de vente.","ga_solution":"Dans NetSuite, le statut \u00ab Prospect \u00bb fait office de statut d\u2019entit\u00e9, mais il repr\u00e9sente \u00e9galement un type d\u2019enregistrement distinct. Un statut de \u00ab lead \u00bb cr\u00e9e g\u00e9n\u00e9ralement un enregistrement de lead, un statut de \u00ab prospect \u00bb cr\u00e9e un enregistrement de prospect et un statut de \u00ab client \u00bb cr\u00e9e un enregistrement de client. Bien qu\u2019il soit possible de <a class=\"ga-interlink\" href=\"https:\/\/answers.gurussolutions.com\/fr\/answers\/configuring-default-customer-statuses-for-automatic-conversions\/\">modifier la probabilit\u00e9 dans la liste des statuts client<\/a>, il est important de noter que le simple fait de modifier cette probabilit\u00e9 ne permettra pas n\u00e9cessairement d\u2019emp\u00eacher totalement la cr\u00e9ation ou l\u2019utilisation d\u2019enregistrements de prospects, car les prospects constituent une \u00e9tape fondamentale du cycle de vente de NetSuite et peuvent \u00eatre g\u00e9n\u00e9r\u00e9s automatiquement par diverses actions, telles que la cr\u00e9ation d\u2019opportunit\u00e9s ou de devis.\n\nPour d\u00e9sactiver la fonctionnalit\u00e9 \u00ab Devis \u00bb :\n1. Acc\u00e9dez \u00e0 Configuration > Soci\u00e9t\u00e9 > Fonctionnalit\u00e9s activ\u00e9es.\n2. Sous l\u2019onglet \u00ab Transactions \u00bb, rep\u00e9rez la fonctionnalit\u00e9 \u00ab Devis \u00bb.\n3. D\u00e9cochez la case en regard de \u00ab Devis \u00bb pour d\u00e9sactiver cette fonctionnalit\u00e9.","ga_source_author":"","ga_source_author_email":"","ga_date_original":"2017-08-21T11:26:43-04:00","ga_date_verified":"2026-07-05","ga_source_subject":"Turn off prospects and estimates","ga_ans_id":"ANS-1553","ga_publish_decision":"publish_with_edits","ga_staleness_risk":"high","ga_review_priority":"verify_first","ga_tier2_verdict":"partially_outdated","ga_tier2_concerns":"The claim that changing the probability in the Customer Status List can effectively 'turn off' prospects is an oversimplification; prospects are a fundamental stage in NetSuite's sales cycle and are often automatically created through actions like creating opportunities or estimates.; While 'Prospect' functions as an entity status within the broader Customer record, NetSuite also explicitly refers to 'Prospect Records' as a distinct record type, adding nuance to the statement 'Prospect is just an entity status'.","ga_final_category":"Customer & CRM Records","footnotes":""},"ga_category":[25,99,99],"ga_audience":[89],"ga_difficulty":[93],"class_list":["post-3292","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\/3292","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\/3292\/revisions"}],"predecessor-version":[{"id":5212,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/3292\/revisions\/5212"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=3292"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=3292"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=3292"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=3292"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}