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HELP! Need assistance Creating Workflows - non-techie

edited Dec 2, 2019 3:41PM in SuiteCloud / Customization 3 comments

Hey there!

I'm a marketing gal at a small company & need some help creating our workflows in NetSuite - it's not intuitive at all - especially if you are not a techie.

I've worked with NS support, but I am having a hard time and they are having a hard time it seems understanding what I need - workflows for...

Incoming New Lead record - assignment - email to Sales Rep & Task assigned

Closed/Lost Opportunities trigger for a Survey

Task assignment for a renewal based on a custom field date

Any help or contacts for techies you can send would be GREAT!!!!

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