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New to NetSuite | How to set the custom form as the preferred form for lead records?
When the user is creating a new lead record, it does not default to a custom form that the user has created. It defaults to a different form.
This is causing the users confusion because the default form used does not have the correct fields in it.
Below are the steps on how to det a default form for lead record.
1.Log in as an Administrator.
2.Navigate to Setup > Sales > Sales Preferences
3.In General tab > at the bottom part, select the custom lead form.
4.Click Save
Please note that when you set a preferred form via Customization > Forms > Entry Forms for Lead/Prospect/Customer
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Michelle Jabanes | NetSuite Support Community Administrator