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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
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Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• 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.
Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
Workflow to schedule phone calls?
I'm fairly new to workflows - basically I'm trying to automatically assign a phone call to the appropriate sales rep in 3 different scenarios:
1. when a new lead is created (is working)
2. when a new customer is created
3. when a new quote is created
Workflow #2 is not generating a phone call when a lead turns into a customer. It only works when a totally new customer is entered into the system.
For workflow #3 - When entering a new quote, the workflow does generate a phone call. However, I can't get the transaction ID (Quote #) to show on the phone call record - which is needed in order to attach the phone call to the quote record. I also cannot get the Company name to show on the phone call record.
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