Lead Conversion

When a lead qualifies and your sales team is ready to begin entering opportunities and estimates, you are ready to convert the lead to a prospect.

NetSuite provides two primary workflows for the conversion of leads. In both workflows, the record workflow is lead to prospect to customer. For a diagram showing a comparison of these workflows, see Comparing Lead Conversion Workflows.

Comparing Lead Conversion Workflows

The following illustration shows the records in each of the two lead conversion workflows.


Related Topics

Lead Management
Lead Records
Performing a Mass Update on Customer Statuses
Assigning Leads
Lead Routing
Lead Notification Email
Lead Conversion Reports, Search, and KPIs
Setting Up Lead Management

General Notices