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Re: Why can't we create an Opportunity from a Lead?
Thank you for your inputs @Entartes! Hi @Richard Appleford OB In order to create a new Opportunity from a Lead Record, the Lead Form used should show the Opportunities Subtab. However, the Standard L…1 -
Re: AskAGuruLive with Mich about Administration/CRM (November 19, 2025)
https://community.oracle.com/netsuite/english/discussion/comment/16904936#Comment_16904936 Hi @Maxine McNaughton-NetSuite-Oracle, Good question! There’s no publicly documented limit per role for how …2 -
Re: AskAGuruLive with Mich about Administration/CRM (November 19, 2025)
Tip #2: Tips for Customizing Dashboards Tailor to User Roles Customize dashboards based on user roles and functions (e.g., sales, finance, operations) for relevant, actionable data. Use the “Publish …1 -
Re: AskAGuruLive with Mich about Administration/CRM (November 19, 2025)
Tip #1: Configuring Email Notifications for New Lead Creation in NetSuite Overview: Set up an automated system alert to notify specific users (such as sales representatives or managers) whenever a ne…1 -
Re: AskAGuruLive with Mich about Administration/CRM (November 19, 2025)
https://community.oracle.com/netsuite/english/discussion/comment/16904934#Comment_16904934 Hi @Divya Unnikrishnan, SuiteTax does not support NetSuite CRM, and there are no plans to support this. Howe…3
