Where can statuses be mapped to actions for the progress of Lead to Prospect to Customer?

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The correct answer emphasizes that statuses can be effectively mapped to actions through Sales Preferences. In NetSuite, Sales Preferences serve as a central configuration area where users can define and manage various sales-related parameters, including how leads transition through different stages of the sales lifecycle, such as from Lead to Prospect to Customer. By utilizing Sales Preferences, businesses can streamline their sales process and customize the progression of these statuses according to their operational needs and strategies. This functionality enables teams to clearly outline expectations and actions associated with each sales stage, improving clarity and efficiency in the lead management process.

Other options do not serve the purpose of mapping statuses to actions in the same direct manner. For instance, while Forecast Rules pertain to revenue forecasting based on sales stages, they do not specifically manage the transitions between customer statuses. The Customer Status List provides a way to categorize customer statuses but does not facilitate the direct mapping of actions to those statuses. Similarly, Customer Sales Rules focus on specific sales transaction behaviors rather than the overarching lead-to-customer mapping process. Thus, Sales Preferences stands out as the key feature for this particular mapping in the lead management workflow.

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