can i create a case for a lead?
# ask-stanley-ai
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can i create a case for a lead?
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AI generated answer (using internal Slack threads):
Yes, you can create a case for a lead in NetSuite. However, it's important to note that online forms are typically geared towards customers. If you want to create a case for a lead without it automatically creating a customer account, you might need to adjust your settings or use a different method. NetSuite provides the ability to set up CASES. There is a SuiteAnswers article on using an online form for cases which you can refer to for more detailed instructions. Please note that when you raise a sales order, it will automatically update the lead into a customer. If you want to keep the record as a lead, you would need to manually change the stage back after creating the sales order. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832973063
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816536605
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.812444
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