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SuiteWorld is the largest annual gathering of the NetSuite community! It will be held in Las Vegas on October 6-9, 2025. Our customers and partners look forward to SuiteWorld every year as a place to hear the latest from NetSuite, get hands-on learning, and connect with each other. Register now!
SuiteWorld is the largest annual gathering of the NetSuite community! It will be held in Las Vegas on October 6-9, 2025. Our customers and partners look forward to SuiteWorld every year as a place to hear the latest from NetSuite, get hands-on learning, and connect with each other. Register now!
Lead, Prospects, Customers for membership based Companies
Our business model is membership based. NetSuite has a one and done Lead, Prospect, and Customer CRM method. We'd like to have the ability to become a lead and prospect again once the membership time is up and we'd like to sell to them again. It doesn't appear there's any native way to do this. If I change the Status back to a lead after it already has a Sales Order attached, it will automatically change back to a customer once I create an Opportunity.
Does anyone who has a membership or subscription model have examples of how they set up their sales cycles/customer records?
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