Check out Oracle NetSuite upcoming events and conferences here
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 Pop Quiz ! You only have until February 29, 2024, 2 PM ET to comment your answers and earn rewards! Click here for more details.
Discover NetSuite's potential! Join our webinars, learn from experts, and optimize your operations. Whether you're experienced or new, secure your spot today and stay ahead in NetSuite!
Share with colleagues and friends who could benefit from our webinars too!
Don't miss out on our Question of the week! You only have until tomorrow, February 29, 2024, 2PM ET to comment your answers and earn rewards! Click here for more details.

Perhaps a silly question - create a customer from a new e-mail

edited Nov 22, 2019 5:53PM in CRM

Just starting with Outloo integration, and our initial tests we took a new e-mail we received from a lead that is not yet in Netsuite.

We want to create a new lead (i.e. customer) when saving the e-mail to Netsuite.  However, from the looks of the forms that are presented, we can only create a contact.  We went through that process and logged into Netsuite, and sure enough, a simple contact record was created.   How do we create a lead from the email?


Howdy, Stranger!

Log In

To view full details, sign in.


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


Community Whiz

Quarter 1 (Jan-Mar 2024)

This Week's Leaders

This Month's Leaders

All Time Leaders