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Read on for the latest updates including:
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• 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.
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Turning on Team Selling - globalises contacts?
Hi,
At the moment we are set up with standard sales rep selling, which makes customers(leads etc)/contacts/opportunities, etc hidden between reps.
I need 2 reps to be able to see each others accounts and contacts (opportunities is optional - they talk to each other regularly), and 2 other reps to have their info restricted to them.
I thought team selling and departments was the way to go. Transactions and customers stay "hidden", but contacts seem to go global and ignore department boundaries. This rather gives away the game of restricted viewing.
Hopefully this is just a configuration detail I have missed?
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