[kentroylance]

I am having troubles getting the Sales sub-tab to show up for a Custom Lead Form. Basically, I need access to create an opportunity for a customer lead. This is even after customizing the form and making sure that the check box for the Sale tab is checked. Probably something simple that I am missing. Appreciate any suggestions on how to make this work.
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[david.smith]

Is it there after the record is saved? Is it only missing on a new lead?

[JCirocco]

I may be mistaken but I believe the tab will not show “by design” as a lead does not have sales (once a sale is made the record transforms for a customer). You can create your own tab and create the appropriate search(es) that you can then display on the Lead Record.

[kentroylance]

I noticed on the Customer form for a Lead, that the Sales subtab is available. Since I am new to NetSuite, I was looking for the best way to convert a lead to an opportunity. Is there a better way to convert a Lead to an opportunity without using the Sales subtab to create a new opportunity? I would really like to make this conversion process from a lead to an opportunity as designed, rather than trying to customize it to do something different.

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