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Customer Stage/Status link to Opportunity Status

edited Jun 2, 2025 2:44PM in Ask A Guru 5 comments

Hello there, more of a general enquiry, i've noticed that the link between our Opportunity Statuses, and Customer Stage and Status is pretty much set in stone, and this is causing us some problems, the main one being that we only have one Customer Stage for Lost Opportunity (CUSTOMER: Lost Opportunity), so no way of differentiating if a lost Opp is from an existing customer we've done business with, or a new prospect we haven't transacted with.

The company that hired to assist on deployment of Netsuite insisted that this was the only way to build the customer statuses, so would just like to know if this is in fact correct? Below is a list of our Customer Statuses, and as you can see they are inextricably linked to our Opp/Entity Status (too many, i know) at Prospect and Customer level, if someone could advise on whether customer status has to be configured this way i'd be very grateful, thanks for your help.

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