Sales Team Members play a key role in tracking sales and managing customer relationships. This feature helps organizations define who is responsible for what within the sales process.
What is a Sales Team Member?
A Sales Team Member is anyone in the sales process, including Primary, Secondary, or Tertiary roles. The Primary Sales Rep is the person most responsible for the transaction, while Secondary and Tertiary Sales Reps provide support.
Default Behavior in NetSuite
When creating a new transaction, the Primary Sales Rep is automatically assigned. This is usually the default Sales Rep for that customer or transaction. You can also add additional Sales Team Members in Secondary or Tertiary roles, depending on the level of involvement.
Visibility and Access
- Primary Sales Rep: The main person responsible for closing the deal. They have full access to transaction details.
- Secondary & Tertiary Sales Reps: These team members can see the transaction but usually don’t have the ability to make changes. They assist in the process.