Sales Teams And Searching For Them

If your account has Team Selling enabled (at Setup > Company > Enable Features > CRM > Team Selling checkbox), you have the ability to create sales teams (at Setup > Sales > Sales Management > Sales Teams > New). You can then see a list of your sales teams (at Setup > Sales > Sales Management > Sales Teams).

You can also search existing sales teams (at Setup > Sales > Sales Management > Sales Teams > Search) (a sales teram is actually an instance if the Group type). But you cannot search by (or display in the results) the members of a sales team (which I would have thought pretty important). There is a Group Member… you can search by, but drilling down into that entity, it appears that NetSuite is looking for Customers, not Employees.

Obviously NetSuite must store somewhere in the database the members of created sales teams, along with their role in that sales team, contribution, etc. But I cannot find any way to access that information. It does not appear to be searchable at all. Why would this information not be obtainable? It seems an obvious need to me.

What I am after is a way to search for all sales teams where <particular employee> is on the sales team and to run mass updates on sales teams.

Note that I’m not talking about the group of employees you can find at the bottom of a customer form, defined as the sales team for that customer. I’m specifically talking about the sales teams you can define and reference at Setup > Sales > Sales Management > Sales Teams.

Rookie Asked on November 11, 2021 in Sales Force Automation.
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1 Answer(s)

We don’t use Team Selling but I looked around a bit to see if I could find you an answer.

The best I could come up with is to do a Saved Search under GROUP and filter out anything you did not want showing up there. (If you have lots of Teams, you could always add a custom field checkbox for the groups you wanted to include and then filter on that.)

The available fields is pretty limited under results. If you select fields under Group Member Fields… the only one I could get to show properly was EMAIL.

I even tried using a Formula Text field, using {groupmember.membername} which looks like the proper record name according to NetSuite, but it showed as invalid field.

The only other thing I’d probably verify is that you have proper permissions associated with this.

Sorry I could not give a better answer! Good luck!

Rookie Answered on January 12, 2022.
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