Author: Silja K C

The adjustment sales rep used for giving the contribution percentages above 100% for the sales rep. Enable the adjustment sales rep feature go to Setup>Sales>Sales Preference Tick the allow over the assignment in the sales teams check box. At the bottom of the page add the name for the Adjustment rep. In the sales role… Continue reading Adjustment Sales Rep

The following way we can be adding more than one sales rep for an exciting client. First, we need to know how to prepare a CVS template generally it should have a heading, description, and sample date. For preparing the CVS template heading section we need to analyze the existing customer /client record. Customer Name,… Continue reading Adding sales rep using CSV Import

If we want to set up our customer has more than one sales rep for that we need to enable the Team Selling feature. Go to Setup>Company>Enable features under the CRM subtab tick the team selling feature. After enabling the team selling feature in our Netsuite account following changes occurs, On sales transaction and customer… Continue reading Team Selling Feature

We can add a portlet to a dashboard at any time unless our administrator has published that dashboard in Locked mode. If a dashboard is locked, we cannot personalize it by adding or removing portlets. Some portlet types allow us to add multiple portlets to our home dashboard. For example, we can add up to… Continue reading Adding a portlet to a Dasboard