how can I add a column to a saved search to show how long the customer has been in their current stage, whether they are a lead, prospect, or customer?

AI generated answer (using internal Slack threads):

To add a column to a saved search to show how long the customer has been in their current stage (lead, prospect, or customer), you can use a formula field in the saved search. Here's a step-by-step guide: 1. Navigate to the saved search you want to modify. 2. Go to the 'Results' tab. 3. Click on 'New Field' to add a new column. 4. In the 'Summary Type' dropdown, select 'Group'. 5. In the 'Field' dropdown, select 'Formula (Text)'. 6. In the 'Formula' text box, you can write a formula to calculate the duration the customer has been in their current stage. The formula could look something like this:

sql
CASE WHEN {entitystatus} = 'Lead' THEN DATEDIFF({today}, {datecreated}, 'DAY')
     WHEN {entitystatus} = 'Prospect' THEN DATEDIFF({today}, {leadconverteddate}, 'DAY')
     WHEN {entitystatus} = 'Customer' THEN DATEDIFF({today}, {datecustomercreated}, 'DAY')
     ELSE 'N/A'
END

This formula checks the status of the customer and calculates the difference in days between today's date and the date when the customer was created or converted to a lead or prospect. Please replace

{datecreated}

,

{leadconverteddate}

, and

{datecustomercreated}

with the actual fields in your NetSuite instance that represent when the customer was created and when they were converted to a lead or prospect. 7. In the 'Label' text box, you can enter a name for the new column, such as 'Days in Current Stage'. 8. Click 'Save' to add the new column to the saved search. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******