You can reassign existing customers, prospects, or leads according to your current sales rules and territories. The ability to reassign customers is useful when you restructure your sales territories, or when customers change locations. Example: Reassigning Customers Based on Relative Account Size Wolfe Electronics would like to reassign sales reps in the state of California… Continue reading Reassigning Customers to Sales Territories
Tag: Sales Territory
Prioritizing Sales Territories
The Manage Sales Territories page determines the order in which territories appear. If a customer meets the rules for more than one territory, NetSuite assigns the customer to the territory with the highest priority. You can change the priorities at Setup > Sales > Sales Management > Sales Territories. Single click the icon next to… Continue reading Prioritizing Sales Territories
Update lead, prospect, and customer assignments through sales territories
Request: How does territory assignment work in NetSuite, and how can I update lead, prospect, and customer assignments through sales territories? Solution: Territory assignment in NetSuite follows a first come first served basis, and it is important to understand how it functions. Additionally, NetSuite assigns sales territories only to newly created lead, prospect, and customer… Continue reading Update lead, prospect, and customer assignments through sales territories
Update lead, prospect, and customer assignments through sales territories
Request: How does territory assignment work in NetSuite, and how can I update lead, prospect, and customer assignments through sales territories? Solution: Territory assignment in NetSuite follows a first come first served basis, and it is important to understand how it functions. Additionally, NetSuite assigns sales territories only to newly created lead, prospect, and customer… Continue reading Update lead, prospect, and customer assignments through sales territories
Sales Territory Reassignment for Customers created through Webstore.
Upon customer record creation in the webstore, a corresponding record is established in NetSuite, albeit without a billing address. Subsequently, the Sales Territory allocates a sales representative within NetSuite. Once credit card details are provided, the billing address is appended to the customer record in the webstore, and this alteration is mirrored in NetSuite. Nevertheless,… Continue reading Sales Territory Reassignment for Customers created through Webstore.