Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Please note that on Saturday, April 11, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 30 minutes. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Workflows for sales reps
I am trying my hand at workflows for the first time. My goal is to create create a workflow that will autmatically create a task for a sales rep when any of the following happen:
1 - No sales from a customer or specific contact in the last 1 month
2 - no sales activity for a customer or specific contact in the last one month.
Before I spend the next few days reading about workflows and trying to make this happen can anyone tell me if this is a) possible, b) easy enough for a workflow beginner and c) are workflows the best way to go about accomplishing my goal.
0