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Attention: Customers with NetSuite Electronic Bank Payment (EBP) SuiteApp, version 2020.2 QA (ID 315896) must UPDATE (do NOT uninstall) their bundle to the Production version 2022.1 (ID 416781) by December 31, 2022. Note: If users fail to manually update the Electronic Bank Payments SuiteApp within the given time window, this version of the SuiteApp (ID: 315896) will be deprecated and the account will not be updated to Leading version (2022.1) of the Electronic Bank Payments SuiteApp. Please refer to the campaign email sent to impacted customers for more information.
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NSC | Identify How Many Leads and Prospect Are Converted to Customer
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.
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