This topic contains 3 replies, has 0 voices, and was last updated by dbetlow 7 years ago.
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bhupds- Contributions: 0
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How to achieve this through scripting? Or are there other ways?
Any help will be much appreciated.
Thanks!
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erictgrubaugh- Contributions: 0
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Not sure there's a way to strictly disable this. You can configure which statuses the transitions move through.
You may want to check out the Help page titled "Lead Management Overview" for reference on NetSuite's two major workflows for Sales Force Automation.
bhupds replied on 04/19/2017, 03:14 PM: There’s actually an enhancement request filed for that (165156). Just looking for a possible workaround. But hey thanks! -
david.smith- Contributions: 0
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The only way around this would be to use a generic customer on the transaction (before saved). You could stuff the "lead" record on a custom field of the transaction so you don't loose it.
I wouldn't hold your breath for that enhancement.
bhupds replied on 04/19/2017, 04:09 PM: I imagined what you’re trying to say. Sounds good. Thanks! -
dbetlow- Contributions: 0
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Originally posted by bhupds
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How to achieve this through scripting? Or are there other ways?
Any help will be much appreciated.
Thanks!
We are contemplating making the switch to Lead Conversion. What issues does converting a lead have after a transaction has occurred?
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