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Try Intelligent Payment Automation – Fee Free For Your First Month
Intelligent Payment Automation, powered by BILL (aka Bill.com), lets you automate payments, manage vendor details, and bank account information within NetSuite.
The SuiteApp is available to organizations based in the U.S. with a valid U.S. address, or to global customers (except Canada, China, and Japan) with U.S. business subsidiaries. It only supports payments to vendors operating in the United States.
For more information, visit this thread.
Intelligent Payment Automation, powered by BILL (aka Bill.com), lets you automate payments, manage vendor details, and bank account information within NetSuite.
The SuiteApp is available to organizations based in the U.S. with a valid U.S. address, or to global customers (except Canada, China, and Japan) with U.S. business subsidiaries. It only supports payments to vendors operating in the United States.
For more information, visit this thread.
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Lead Qualifier Saved Search
Can anyone help me with the function formulas needed to accomplish the following results?
I need to create a saved search that displays the milestones (and the date the milestone was reached and the performer) from Lead to Customer. I know I need to reference the System Notes fields: SET BY, OLD VALUE, and NEW VALUE but I'm having a hard time putting it all together.
Here are the search requirements:
1) Two (employee) Leads Qualifiers will be changing lead status from Lead-Unqualified to Lead-Qualified.
2) Leads Qualifiers + Sales Reps will be changing Lead-Qualified to Prospect-In Negotiation to Customer-Closed Won, etc.
3) Show the date converted, Lead name, city, state, and sales rep.
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