The NetSuite SFA includes all the tools you need to efficiently manage your sales teams. NetSuite manages each stage of your selling process from lead generation to lead assignment, from opportunity to order.
Setting Up Sales Teams
The first step to manage sales with NetSuite is to set up your sales teams. Follow the below mentioned steps to set up sales force automation.
1. Enable the Team Selling feature
Setup > company > Enable Features
Under CRM Subtab
Team Selling check box.
2. Create Sales Roles
Setup > Sales > CRM List > New
Select sales roles link and enter the details of sales role
3.Assign sales Roles to Employees
Next phase is to assign the sales role to the employee.
List > Employees > Employee >Edit
Assign role to the employee under Human Resource Subtab.
4.Create sales Team
Select the salespersons to form a sales team in NetSuite
Setup >Sales >sales team >New