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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
• Agenda Builder launch
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Check out this thread to learn more!
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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Spots are limited! Register through your Agenda Builder and find SuiteGuru under Agenda Enhancements.
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.
Sales Rep Best Practice
Hi, I'm looking for some help with setting up NetSuite properly for my sales reps.
Firstly, we populate leads/customers into NetSuite automatically using WebServices. By default the sales rep on each record is the detault user - me in fact.
We have sales reps that take sales phone calls, get emails, etc. and then want to log oppourtunities and quotes in NetSuite for the customers they've been talking to.
If I set NetSuite up so that sales reps are restricted to only see customer that they're set as the salesrep for then there's no way for them to create an oppoutunity or quote against the customer record (which already exists).
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