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Defaulting to a custom Lead form

edited Jun 25, 2020 6:54PM in Ask A Guru 5 comments

I have a custom Lead form that I would like to make the default when entering new leads into NetSuite.

Unfortunately if I try to make it the default form, it becomes the default even when trying to create a customer.

For our leads, we require much less information (Company size, # employees, general info) than when creating a customer.  I have even made the Standard Lead form inactive yet it is still used when I try to create a new Lead.

Is this even possible?

John Cirocco

Sr. NetSuite Administrator

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