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Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Add Leads but not Customers?
I need to be able to allow my sales team to add leads into NetSuite, but deny them from adding customers. It appears as though those permissions are tied solely to the customer list. Does anyone know of a way for permissions to be set to allow lead creation but deny customer creation?
I tried doing it with permissions on forms - allowing permission to the lead form but denying permission to the customer form. But, for some reason, that doesn't work an access is still allowed to the customer form. I'm not really sure why...
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