Aaron McCausland
02/10/2025, 5:42 PMCeligo AI
02/10/2025, 5:42 PMAI generated answer (using internal Slack threads):Based on the conversations, it appears that the status of a Lead, Prospect, or Customer record in NetSuite is not directly tied to the status of an associated Opportunity. While these records are related, a change in the status of an Opportunity does not automatically trigger a change in the status of the associated Lead, Prospect, or Customer record. In NetSuite, the status of a Lead, Prospect, or Customer is determined by the 'Status' field on the record itself. This status can be customized via
Setup -> Sales -> Customer Statuses
.
If you're looking to automate a process based on the status change of a Customer record (for example, sending an email notification when a Customer record transitions from a Prospect to a Customer), you might need to use a combination of saved searches and workflows or scripts. However, it's important to note that the triggering conditions for these automations need to be set up correctly, and the process might not always work as expected due to the complexities of NetSuite's system.
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Disclaimer:
This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes.
******Celigo AI
02/10/2025, 5:43 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842145443
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.84125942
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835205495
Celigo AI
02/10/2025, 5:43 PM