Request: How can I perform mass updates to manage an individual sales rep’s membership in a sales team across multiple customer accounts in NetSuite?
Solution: NetSuite provides a convenient feature called “mass updates” to efficiently manage an individual employee’s (sales rep’s) membership in a sales team across multiple customer accounts. There are three types of sales-team related mass updates available: adding a sales team member, removing a sales team member, and replacing a sales team member. Here’s how you can perform each of these updates:
- Adding a Sales Team Member:
- This update allows you to add an employee to the sales team assigned to customers.
- NetSuite automatically adds employees with sales rep roles as non-primary sales team members with a 0% contribution percentage.
- To add a sales team member, follow these steps: a. Locate the relevant customer accounts where you want to add the sales team member. b. Select the desired customer accounts. c. Look for the option to perform a mass update, which is typically available under a “Mass Update” or “Update Multiple” button. d. Choose the “Add Sales Team Member” update option. e. Specify the employee (sales rep) you want to add to the sales team. f. Confirm the changes and execute the mass update.
- Removing a Sales Team Member:
- This update allows you to remove an employee from sales teams.
- NetSuite automatically removes employees with a sales rep role if their contribution percentage is 0%.
- To remove a sales team member, follow these steps: a. Identify the customer accounts from which you want to remove the sales team member. b. Select the relevant customer accounts. c. Access the mass update functionality, usually found under a “Mass Update” or “Update Multiple” button. d. Choose the “Remove Sales Team Member” update option. e. Specify the employee (sales rep) you want to remove from the sales team. f. Confirm the changes and execute the mass update.
- Replacing a Sales Team Member:
- This update allows you to replace an existing sales team member with another employee.
- NetSuite assigns the replacing employee the same contribution percentage, sales role, and primary or non-primary status as the member being replaced.
- To replace a sales team member, follow these steps: a. Identify the customer accounts where you want to perform the replacement. b. Select the relevant customer accounts. c. Access the mass update feature, typically available under a “Mass Update” or “Update Multiple” button. d. Choose the “Replace Sales Team Member” update option. e. Select the sales team member you wish to replace in the “Replace Team Member” field. f. Confirm the changes and execute the mass update.
It’s important to note that NetSuite does not update if the employee replacing another team member is already a member of the sales team.
By utilizing these mass update options, you can efficiently manage the sales team membership for an individual sales rep across multiple customer accounts in NetSuite. These updates ensure accurate and up-to-date sales team assignments, streamlining your sales processes and reporting.