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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Lead Qualifier Saved Search
Can anyone help me with the function formulas needed to accomplish the following results?
I need to create a saved search that displays the milestones (and the date the milestone was reached and the performer) from Lead to Customer. I know I need to reference the System Notes fields: SET BY, OLD VALUE, and NEW VALUE but I'm having a hard time putting it all together.
Here are the search requirements:
1) Two (employee) Leads Qualifiers will be changing lead status from Lead-Unqualified to Lead-Qualified.
2) Leads Qualifiers + Sales Reps will be changing Lead-Qualified to Prospect-In Negotiation to Customer-Closed Won, etc.
3) Show the date converted, Lead name, city, state, and sales rep.
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