sales team members – knowledgebase JJ

How to check if a customer record has a particular employee as its sales team member using SuiteQL

In SuiteQL, directly verifying whether a specific employee belongs to the sales team associated with a customer record can be challenging, as the sales team members are stored as a sublist. We can utilize the table “CustomerSalesTeam” to achieve the desired functionality. The table defines the relationship between customers and their respective sales team members.… Continue reading How to check if a customer record has a particular employee as its sales team member using SuiteQL

Performing Mass Updates for Sales Team Members

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… Continue reading Performing Mass Updates for Sales Team Members

Applying Sales Team Updates to Transactions and Customer Records

Request: How can I apply changes made to sales teams to associated transactions or customer records in NetSuite? Solution: In NetSuite, you have the ability to apply changes made to sales teams to associated transactions or customer records. These changes can involve removing sales team members, adding members, or modifying roles and contribution percentages. To… Continue reading Applying Sales Team Updates to Transactions and Customer Records