Proposal For Customer Categorization and Grading System

Proposal Summary  This proposal outlines the implementation of an automated customer categorization system in NetSuite to classify customers into Gold, Silver, and Bronze categories based on revenue and order frequency over the past 12 months. The solution includes configuring saved searches, custom records, scheduled scripts, and workflows to automate classification and provide tracking of customer… Continue reading Proposal For Customer Categorization and Grading System