Table indicating features of standard CRM process flow

The table below outlines the standard features provided by NetSuite. It provides an overview of whether Hailstone Innovations Pvt Ltd is currently utilizing these features within their NetSuite account, and also indicates whether these features are available and activated in their account.

SL No:	Features	Sub features	Using	Not using	Feature enabled	Feature not enabled
Marketing Automation – Marketing to ROI
1	Marketing campaign record			✅	✅
2	Marketing template			✅	✅
3	Target groups		✅		✅
4	Key word campaign			✅	✅
5	Lead nurturing campaign		✅		✅
6	Upselling
7		Upsell manager		✅		✅
8	Campaign Marketing reports			✅	✅
Sales Force Automation – Lead to Quote	Lead and prospect management section In the Hailstone CRM sales process flow is covered under this section
9	Online lead form		✅		✅
10	Online case form		✅		✅
11	Creating lead record		✅		✅
12	Editing lead record		✅		✅
13	Converting lead		✅		✅
14	Converting lead by creating opportunity			✅	✅
15	Create sales rule			✅	✅
16	Create sales territory		✅		✅
17		Assign sales rule		✅	✅
18		Assign sales rep	✅		✅
19	Create prospect		✅		✅
20	Create opportunity		✅		✅
21	Create quote from opportunity		✅		✅
22	Create quote		✅		✅
23	Print single estimate from quote		✅		✅
24	Print multiple estimate		✅		✅
25	Create sales order		✅		✅
26	Sales order approval		✅		✅
27	Create new call record			✅	✅
28	Create new task			✅	✅
29	Create new event			✅	✅
30	Create new contact		✅		✅
31	Setting up sales target/quota		✅		✅
32	Sales forecast	Set up sales rep forecast		✅	✅
33		Set up sales manager forecast		✅	✅
Order to cash – Order management to billing operation	This section relates to Order management- Sales order punching, order acknowledgment, product monitoring, FG stock verification, delivery planning, and invoicing within the CRM sales flow of Hailstone.
34	View sales order status		✅		✅
35	Printing sales order		✅		✅
36	Closing sales order			✅	✅
37	Reopen closed sales order			✅	✅
Features that come with the finance module	Finance module is not currently purchased by Hailstone
38	Automatic location assignment					✅
39	Physical inventory item management					✅
40	Inventory related transactions					✅
41	Inventory related reports					✅
42	Transfer orders					✅
43	Price level and quantity pricing					✅
44	Fulfil orders from sales order					✅
45	Bulk fulfilment of orders					✅
46	Send order fulfilment confirmation email					✅
47	Close unfulfilled lines					✅
48	Item fulfilment created					✅
49	Print packing slips and return forms					✅
50	Pick items to start fulfilment/Mark items as picked					✅
52	Printing picking ticket					✅
53	Mark items packed					✅
54	Mark items shipped					✅
55	Bill sales order					✅
56	Creating invoice or cash sale from sales order					✅
57	Invoice billable customers					✅
58	Create standalone invoices					✅
59	Create invoice from item fulfilment					✅
60	Closing/voiding an invoice					✅
61	Printing an invoice					✅
62	Electronic invoicing					✅
63	Apply payment from customers to invoices					✅
64	Reversing or deleting customer payments					✅
65	Approving customer payments					✅
66	Payment receipt					✅
67	Customer deposit				✅
68	Billing and revenue management reports					✅
69	A/R ageing reports					✅
70	Create return authorization					✅
71	Receive returns					✅
72	Create customer credit memo					✅
73	Apply credit to open invoices					✅
74	Refund customer					✅
75	Monitor and analyze credit memo					✅
Customer Service – Call to Resolution	This section relates to After sales support within the CRM sales process flow of Hailstone
76	Create case record		✅		✅
77	Email case capture			✅		✅
78	Assigning cases	Create case rules		✅	✅
79		Create case territories		✅	✅
80	Escalating cases		✅		✅
81	De-escalate cases		✅		✅
82	Lock closed cases			✅		✅
83	Tracking time on cases			✅	✅
84	Responding to customer cases			✅	✅
85	Forwarding and replying to existing case messages			✅	✅
86	Close cases		✅		✅
87	Merge cases			✅	✅
88	Delete cases		✅		✅
89	Creating issues			✅	✅
90	Linking issues with cases			✅	✅
91	Create knowledge base topics		✅		✅
92	Create knowledge base solution		✅		✅
93	Publish a knowledge base		✅		✅
94	Attach KB solutions to cases		✅		✅
95	Case alert on support cases		✅		✅
96	Performance metrics for support cases		✅		✅
Other features Hailstone uses in their NetSuite account
	Feature	Sub feature	Using	Description	Related standard feature	Require customization
	Make the lead MQL qualified		✅	Making the lead qualified by filling the checkbox		✅
	Make the lead SQL qualified		✅	Making the lead qualified by filling the checkbox		✅
	Managers approve and return quote		✅	Approving the quote by the manager		✅
	Create project site or location		✅	Creating project site or location		✅
	Activity / task planning		✅	After the creation of opportunity, the activity team is assigned with the task of visiting the site and preparing a layout	Task/activity records can be created for the same	✅
	Quote change management		✅	Making changes in the quote after sending it for approval from the customer	An option to edit the quote is accessible.	✅
	Customer PO/PI		✅	Making sales orders when customers approve the quote	Authorization to generate a sales order.
	Customer with advance PO		✅	Making advance received record after getting advance from the customer		✅