Does anyone use NetSuite CRM as membership based? Looking for ideas on how to handle the Lead, Prospect, Customer sales cycle after a transaction is already connected to a record. Ex: A customer goes through the Lead -> Customer sales cycle once and gets the status "CUSTOMER-Closed Won". Once the membership is up we want to go through the sales cycle again but it's confusing to our sales team since they're already listed as a "customer" even though they are a "prospect" in our view.

You could add a custom field on the customer like "renewal date" or similar, then use a mass update or workflow to change the customer status back to prospect when they reach the renewal date.

Thanks for the idea! Unfortunately I've found that when changing a customer back to a prospect, it automatically changes back to a customer once another Opportunity is created. If working correctly, it should stay a Prospect until another Sales Order is created.

Ah... You could make a workflow continually revert the customer status back to prospect until the renewal date changes. So if an opportunity triggers a status change, but the renewal date is in the past, then revert to prospect. You could also/alternatively use the "Date of Last Order" and/or "Date of Last Sale" fields in your criteria. Otherwise maybe create a new status like "CUSTOMER-Out of Contract", which covers those with a past subscription.

Ooh those are good ideas - thank you! I'll look into both of those