Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Update your Profile with your Support type to get your Support Type badge.
Uncover the power of data with the Analytics Hub —your ultimate guide to mastering NetSuite Saved Searches and Reports. Simplify the complex and unlock your organization's true potential. Dive into the Analytics Hub now and soar to new heights!
To help you get the most out of your 2025.2 Release Preview account, review the topics outlined in the 2025.2 Release Preview Guide.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Intelligent Payment Automation version 1.0.3 is now available in the SuiteApp Marketplace. The SuiteApp, powered by BILL, lets you automate payments, manage vendor details, and bank account information within NetSuite. Learn more
Lead Source - need to "break" sourcing from Lead/Prospect/Customer to Opportunity
We run Marketing Automation, so our list of Lead Sources is based on our Campaigns.
We want our Sales teams to enter a Lead Source for Leads/Prospects/Customers *and also* for Opportunities they create under those L/P/C records.
Problem: When you select a Lead Source for an L/P/C record, and you then create an Opportunity under that L/P/C, the Lead Source on the Opportunity *defaults* to the Lead Source entered on the L/P/C record.
We do not want this because the Lead Source for the relationship with the L/P/C (e.g., "Cold Call") may not be the same Lead Source for the Opportunity (e.g., "Microsoft Server 2008 Seminar Series"). If Lead Source defaults in, the user will likely forget to change it on the Opportunity.
0