Sales Force Automation – NetSuite Professionals

Question Category: Sales Force Automation

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Sales Teams And Searching For Them
If your account has Team Selling enabled (at Setup > Company > Enable Features > CRM > Team Selling checkbox), …
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Budfudder Rookie Asked on November 11, 2021 in Sales Force Automation.
- 214 views
- 1 answers
- 0 votes
Looking for a Business card reader for Netsuite CRM.
Hi, We are looking for a Business card reader for Netsuite CRM. This is to be used mostly during a …
Mikig Rookie Asked on October 24, 2021 in Sales Force Automation.
- 182 views
- 2 answers
- 0 votes
Inline Editing of events
I have found when trying to use inline editing on a list of Events that only the user that created …
Rhys Gottwald Beginner Asked on August 31, 2020 in Sales Force Automation.
- 425 views
- 4 answers
- 0 votes
Sales Forecast -> Demand Plan – Best Practice….?
Our company is planning to run a demand plan based on the Sales Forecast. I am wondering how the “Sales …
thomastasy Rookie Asked on August 27, 2020 in Sales Force Automation.
- 538 views
- 0 answers
- 0 votes
Is it possible to print the price level
Hello All Is it possible to print the price level for each customer Thanks
basem Rookie Asked on August 16, 2020 in Sales Force Automation.
- 335 views
- 0 answers
- 0 votes
Google Calendar – NetSuite Integration
Has anyone connected Google Calendar to NetSuite? I know Celigo has an integration but I wanted to get other opinions/options?
Ryan House Rookie Asked on June 25, 2020 in Sales Force Automation.
- 518 views
- 1 answers
- 1 votes
Opportunites (CRM) revenue recognition dates
Hi, we are new to using the CRM. We see that you can enter revenue recognition dates on individual opportunity …
philipnewbald Rookie Asked on May 12, 2020 in Sales Force Automation.
- 598 views
- 2 answers
- 0 votes
Enter Quota by Customer
Hello, Is there a way to create quota’s by customer? Thanks for your help, Ma
Ma Beginner Asked on February 5, 2020 in Sales Force Automation.
- 648 views
- 1 answers
- 0 votes
Commission without including tax amount on invoice
I am trying to create a commission schedule beased on sales, quota, and collection. But i want the commission to …
Commission

Commission plan

Commission schedule

Sales Tax

tax

mohammedaljadi1 Rookie Asked on October 29, 2019 in Sales Force Automation.
- 679 views
- 0 answers
- 0 votes
Customer Refund when the order is not yet fulfilled and billed.
Hi, May I know the best process for Sales order that has a customer deposit and the customer request partially …
Customer

invoice

sales order

John R. C. Beginner Asked on October 3, 2019 in Sales Force Automation.
- 2K views
- 2 answers
- 0 votes