Mass Updating Sales Teams

The Team Selling feature lets you associate sales transactions and customers with sales teams comprised of various employees. In addition to sales reps and managers, sales teams can include engineers, account managers and other employees who aid in the sales process.

You can use sales territories to route new leads, prospects, and customers to sales teams for assignment.

To perform a mass update of sales team members:

1. Administrators, go to Lists > Mass Update > Mass Update.
2. Click Sales Force Automation to expand the menu.
3. Select the required type of Team Member mass update.
4. Add a name for the update in the Title of Action field.
5. Select an Employee you want the update criteria to apply to.
6. Select a Sales Role from the list.
7. From the Criteria subtab, add the required fields to filter the results.
8. Complete fields from additional subtabs as required.
9. Click Save.
10. Go to Mass Update
11. Click Preview alongside the required saved mass update.
12. Click Perform Update to amend the selected records.

Sales Team Member Mass Update Types

There are three types of sales-team related mass updates:

• Add Sales Team Member – Adds an employee to the sales team assigned to customersNetSuite adds employees with sales rep roles as non-primary sales team members with 0% contribution percentage.
• Remove Sales Team Member – Removes an employee from sales teamsNetSuite removed employees with a sales rep role if their contribution percentage is 0%.
• Replace Sales Team Member – Replaces an existing sales team member with another employeeNetSuite awards the employee the same contribution percentage, sales role, and primary or non-primary status as the member being replaced.