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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
Sending samples to a LEAD w/out changing stage to Customer
We are launching a new division that will require sending product samples to leads. I would like to do this with a Sales Order and then have it run through our regular fulfillment workflow. However the problem is that when you enter a sales order against a Lead it will convert it to a Customer.
It's desirable to send the samples through a sales order from the lead so you have a record of it, but the fact that it changes it to a customer breaks the lead>customer workflow.
I see two possible alternative methods, both of far inferior for us:
Steve Klett | Senior Developer
NetValue Technology
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