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.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Sub leads/Sub prospects via Customer Master Service Agreement
Hello there, looking for some general advice, we've recently signed a Master Service Agreement with an established customer, just wondered what best practice would be in terms of Finance etc when setting any potential clients up that arise from it. I'm minded to set these up as Sub-leads of our existing client and go through Opp creation to Sub-Prospect to Sub-Customer from there. Most of the financial transactions that arise from the MSA will be via the existing customer but potentially not all of them. Would appreciate any advice on whether this will cause issues in those instances, or any
0