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Learning Lab | Pittsburgh
Take Your NetSuite Skills to the Next Level. Omni William Penn Hotel530 William Penn Pl, Pittsburgh, PA 15219 Unlock NetSuite’s most useful features—including powerful new AI capabilities—in just a few hours. Join our trainers and learn how to get the most out of the platform, no matter where you are in your NetSuite…
Inside the Suite | Pittsburgh
Take Your NetSuite Skills to the Next Level. Omni William Penn Hotel, 530 William Penn Pl, Pittsburgh, PA 15219 You’ll walk away with: Tips for leveraging AI to increase productivity in your business A free 14-day NetSuite demo account to explore at your own pace A live product demo showcasing powerful tools for reporting,…
Advanced Workflows in NetSuite
Best practices for advanced SuiteFlow features Tuesday, September 16, 2025, 11:00 a.m. – 12:00 p.m. PDT Take your workflow skills to the next level. Leverage SuiteFlow to automate complex business processes and improve workflow performance. Join this training event with NetSuite experts to master key SuiteFlow…
Customize Financial Reports and Saved Searches for Nonprofits
Social Impact Workshop: Customize Financial Reports and Saved Searches for NonprofitsTuesday, September 9, 2025 2:00 p.m.–3:00 p.m. CDT Follow Up Session: Tuesday, September 16, 2025 2:00 p.m.–3:00 p.m. CDT Understand how to manage and customize financial reports and saved searches This interactive workshop for nonprofits…
Inside the Suite | Boston
Take Your NetSuite Skills to the Next Level. The Charles Hotel 1 Bennett St, Cambridge, MA 02138 You’ll walk away with: A free 14-day NetSuite demo account to explore at your own pace A live product demo showcasing powerful tools for reporting, automation, and AI-driven insights Time with technical experts to ask detailed…

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Converted Leads report or search with Opportunity fields

Accepted Answer Closed JarebCoupe 61 views 12 comments 0 reactions Most recent by JarebCoupe Aug 14, 2023 5:03PMAsk A Guru
How to set up a Workflow that converts a Lead into a Partner record?

Accepted Answer Alessandro A 31 views 3 comments 0 reactions Most recent by Jack Daryl Espiel-Oracle Dec 16, 2022 6:57PMAsk A Guru

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