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.
Now is the time to ask your NetSuite-savvy friends and colleagues to join the NetSuite Support Community! Refer now! Click here to watch and learn more!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Categorizing CRM Leads, Prospects, and Projects/Task
Hello Community,
I have gone through documentation in NetSuite and have not found a specific solution for the above.
I have a client who has a number of different CRM Groups which he would like to keep segregated --- let's call them A, B,C, and D lists with D being Active Projects (which are a little different than most service companies as these are R&D internal project, so the company is their own customer).
What is the easiest way to code or label these lists so they can be viewed separately? Especially important with Project/Task lists pulled up in the Employee Center, which now contains a master CRM list containing some very confidential leads.
0