megaphone
Update your Profile with your Support type to get your Support Type badge.
Nominate Your Peers for NetSuite Support Community's Choice of the Quarter! Submit your nomination today.
Stay in the know of how NetSuite can help grow your business with our guides, webinars, and events. Subscribe Here
What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now!
No Limits. Just possibilities. Join us for complimentary one-day events around the world and step into a future fueled by AI and limitless potential. Discover what's next at SuiteConnect Tour 2026.
Try Intelligent Payment Automation – Fee Free For Your First Month For more information, visit this thread.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Don't miss out on our Pop Quiz! You only have until tomorrow, April 3, 2026, 11:00AM ET to comment your answers.

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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Stay in the Know

Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe

Managing Sales Calls - how do you do it?

edited Nov 22, 2019 10:32AM in CRM 14 comments

We're trying to adapt NetSuite to help us manage our call lists.  We are new to this, but on the face of it, there's no real way to manage calls in this way.

I know there is a way to schedule a call with someone, but this seems far too rigid, and a major pain in the butt for each call to be like an event or meeting.  What happens if you don't get to that call on that day?

We have created a custom field called "Follow Up Date" with the theory that we can then use it in searches.  Other criteria to tell who to call would be great too, though: like date of a customers last order, and how much it was for.  Even better would be to be able to compare it to their average ordering interval and average order amount, so we could see if it had been "a long time since they ordered" -- for that customer.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!

Leaderboard

Community Whiz

Quarter 1 (Jan-Mar 2026)

This Week's Leaders

This Month's Leaders

All Time Leaders