Customer Stages

Three stages are available for customer in Netsuite

  • Lead
  • Prospect
  • Customer

1)Lead :This record has all the information needed to convert a lead into a customer. Leads have no estimates, opportunities or transactions associated with them. If an estimate or opportunity is created for a lead, the lead becomes a prospect. If you create a sales transaction for a lead, the lead becomes a customer. 

2)Prospect: This record has  all the information needed to convert a prospect into a customer. Prospects have no sales orders, invoices, cash sales or other sales transactions associated with them. They can have opportunities and estimates associated with them, however If a sales transaction is created for a prospect, the prospect becomes a customer. 

 3)Customer: A qualified prospect, who has placed an order.lets you track all the information on your current customers. 

Leave a comment

Your email address will not be published. Required fields are marked *