When attempting to execute a “Remove Sales Team Member” Mass Update in NetSuite, the error message “Your mass update is complete and has been successfully performed on 0 records” may occur. This issue typically arises when certain prerequisites for the update are not met.
To ensure the Mass Update is successful, the following conditions must be met for the Sales Team Member to be removed:
- Sales Role: The Sales Team Member should not have ‘Sales Rep’ as their assigned Sales Role.
- Contribution Percentage: The Contribution % for the Sales Team Member must be set to 0.
Note: Contribution % can be set to 0 manually for each record or updated in bulk using a CSV import.
After adjusting the customer records accordingly, we can perform the mass update to unassign the sales team from the customer.