Understanding Leads, Prospects, and Customers

When you import Lead, Prospect, or Customer data into NetSuite, you import into the Customer record. The Stage field on the Customer record defines the stage of “Customer” that is currently in the system - a Customer can be a Lead, Prospect or Customer. Leads automatically can become Prospects, and Prospects can become Customers.

Following are specific definitions of the three record types:

For details about fields that can be mapped in the customer record, see the SOAP Schema Browser’s customer reference page. You can use the field definitions here as a basis for creating your own CSV import template file. For information about working with this tool, see SOAP Schema Browser.

Additional Information

Related Topics

General Notices