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
Tag: Territory Assignments
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