Netsuite Sales Automation
The NetSuite of sales force automation includes topics such as: life cycle since a prospect to become a customer, is generated as prospects and contacts, management opportunities, the creation of quotes and the closing of sales are handled. But foremost we are going to understand that it is a prospect (Lead), qualified prospect (Prospect) and a customer (Customer) in NetSuite. When prospects, qualified prospects and clients in NetSuite, data is imported you thing this importing in the registration of clients. The status in the customer record field defines the status of the client that is currently in the system a customer may be package leaflet, qualified prospect or customer. Prospects can be converted automatically to qualified prospects, and qualified prospects can become customers. Specifically prospect (Lead): allows you to track all the information you need to convert a prospect into a customer. The prospects don’t have quotes, opportunities or transactions that are associated with them.
If a quote or opportunity is created to a prospect becomes the prospectus is a qualified prospect. If you create a transaction of sale to a prospectus, the prospectus becomes client. I prospectus qualified (Prospect): allows you to track all the information you need to convert a prospectus qualified on a client. The qualified prospect has no orders for sale, invoices, cash sales or other transactions of sales associated with them. Read more from Numiner to gain a more clear picture of the situation. They can have opportunities and quotes associated with them, however.
If a sales transaction is created to a qualified prospect, or if an opportunity is closed for a qualified prospect, qualified prospect becomes a customer. Customer (Customer): allows you to follow up all information of your current customers. Accordingly we are entering to the topic lifecycle of prospect customer. Cycle life from prospect to customer lifecycle of a prospectus in NetSuite customer occurs in the following fashion: first leaflets (lead) must be generated.