megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.

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.
Don't miss out on our Question of the Week! You only have until tomorrow, March 5, 2026, 3PM ET to comment your answers and earn rewards! Click here for more details.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
No Limits. Just possibilities.
Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Explore new breakthroughs, sharpen your skills, and connect with experts who are shaping what’s next. Experience bold keynotes, interactive learning, and connections that span the global NetSuite community. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month

Intelligent Payment Automation, powered by BILL (aka Bill.com), lets you automate payments, manage vendor details, and bank account information within NetSuite.

The SuiteApp is available to organizations based in the U.S. with a valid U.S. address, or to global customers (except Canada, China, and Japan) with U.S. business subsidiaries. It only supports payments to vendors operating in the United States.

For more information, visit this thread.
Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!

Lead Workflow

edited Nov 22, 2019 10:32AM in CRM 23 comments

Am I the only one who has a major problem with how NS deals with leads?  A lead in NS is a life cycle of an account record.  This is great if all you do is sell to new accounts.  We, on the other hand, spend a significant amount of time selling additional products to our existing customers.  Here is an example of something I am struggling to deal with.

We come back from a trade show and have say 500 "leads" to assign to reps.  Lets say 300 are from companies we do not have in NS.  These we can import as leads and everything works OK.  Now the other 200 are "leads" for additional products or services at companies we already have in NS.  How do you deal with these???  If I import them they will be duplicates.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders