Which action is required to convert a Lead directly into a Customer?

To convert a Lead directly into a Customer in NetSuite, creating a Sales Order is the appropriate action because it signifies that you’re ready to move forward with a transaction that reflects the customer's intention to purchase.

When a Sales Order is created, it indicates that the lead has progressed through the sales funnel and has committed to purchasing products or services. This process automatically updates the lead's status and allows for the capture and management of customer details effectively.

Creating an Invoice or a Quote may involve subsequent steps in the sales process but do not directly facilitate the transition from a Lead to a Customer. An Invoice typically follows a Sales Order and involves payment details, while a Quote is essentially a proposal to a potential customer that hasn't yet resulted in an actual sale. Creating another Lead is redundant in this context, as the goal is to convert the existing Lead into a Customer.

Thus, the action of creating a Sales Order directly facilitates the conversion process and formalizes the relationship with the Lead as a Customer.