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Read on for the latest updates including:
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• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Don’t miss your chance to meet our SuiteGurus—NetSuite Support professionals and subject matter experts with extensive experience in select product areas, including OneWorld, Advanced & Basic Accounting, Supply Chain Management, Receivables & Payables, CRM, Account Administration, and the SuiteCloud Platform. Full Conference attendees can prebook exclusive 30-minute one-on-one sessions for your product questions.
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setup for mutiple parts of a sale organization
We are segmenting our sales teams into large vs small accounts. We are also bring on our account management which work with all accounts.
My thought is that we can esseantially have differnet roles looking at the same sales center and using the same opportunity entry form.
Also, we are bringing on a new sales organization that sells completely different type product and consequently needs to capture differnt opportunity information. My thought is to create their own unique role and opportunity entry form.
Each group is going to use the same sales statuses.
Am I going down the right path here? Should I be thinking of anything else when getting this all setup?
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