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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
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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!
Tips on creating sub leads and sub customers
Basically, we want to have two entities for all of our leads, prospects, and customers that has the base company and then a sub-company which will be the focus of a new sales service.
We have the current format of:
ABC Brokerage as a Lead with one contact under it - Sales Rep 1
I want to create:
NewProductsub ABC Brokerage with one contact under it - Sales Rep 2
When I go to add the Customer, I don't see an option for naming a parent. Do I need to use a two spreadsheet approach?
Thank you.
Aaron
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