How does NetSuite select which Prospect form to use when a Lead becomes a Prospect? I'm aware of Roles and the Preferred checkbox for the Form and for each Role per that Form, but when do those apply and when do the following two Sales Preferences apply? • Preferred Lead Form • Preferred Prospect Form

AI generated answer (using internal Slack threads):

When a Lead becomes a Prospect in NetSuite, the system selects the Prospect form based on the Preferred Forms settings. These settings can be configured at the Role level or at the Form level. For each Role, you can specify a Preferred Form. When a user with that Role logs in, the system will use the Preferred Form associated with that Role. This can be done by editing the Role and assigning the desired form on the Forms subtab. Additionally, each Form can have a Preferred checkbox. If this checkbox is selected, the system will use that Form as the default when creating new records. The Preferred Lead Form setting in the Sales Preferences applies when creating new Lead records. If a Preferred Lead Form is specified, the system will use that form when creating new Leads. In summary, the system uses the following logic to determine which form to use: 1. If a Preferred Form is specified for the user's Role, use that form. 2. If no Preferred Form is specified for the Role, but a form has the Preferred checkbox selected, use that form. 3. If no Preferred Form is specified for the Role and no form has the Preferred checkbox selected, use the Preferred Lead Form specified in the Sales Preferences (if any). ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******