What must be entered in a Lead form for the Convert button to appear?

For the Convert button to appear on a Lead form in NetSuite, it is essential to have a Company Name field filled out. This requirement is linked to the way leads are structured within the system, where a Lead typically represents a potential customer that is associated with a specific company or organization.

Having a Company Name allows you to convert the lead into a customer, as leads are often associated with businesses rather than individual contacts. If a Company Name is not provided, the system cannot identify the entity to which the lead belongs, making it impossible to properly convert that lead into a customer record or another meaningful object within the system. Therefore, entering a Company Name is a critical step in the process.

While having a Contact Name, Email Address, or Phone Number can provide additional details about the lead, these fields are not mandatory for the Convert button to be enabled. The primary requirement for conversion is establishing a link to a company, which is why the Company Name is crucial in facilitating this process.