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!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
NSC | Identify How Many Leads and Prospect Are Converted to Customer
Scenario
The user wants to know how many leads and prospects are converted to customers within this month.
To create a Customer Saved Search, navigate to Lists > Search > Saved Search > New > Select Customer. Enter the following fields in the Criteria tab.
In the Results tab, you can more fields that you want to include in the search.
Sample output:
Comment on this post if you found this information helpful.
🌟Q1 2026 Community Choice Nominations: Recognize a member who made a difference in our community!
🏆️ Earn Community badges for Refer a Member | Answer Accepter | Content Creator
_______________________________________________________________________________
Michelle Jabanes | NetSuite Support Community Administrator
Tagged:
0