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Commission & Former Staff

edited Nov 22, 2019 10:24AM in CRM 1 comment

We have had a couple of sales reps leave and management has asked me to set the sales rep on a few accounts to "House" to prevent the wrong person getting commission if the account is re-assigned.

I vaguely remember our NetSuite consultant mentioning some functionality of NS in regards to this. Something about the set up that a new employee or newly assigned sales rep won't earn the re-occurring commission earned by the previous rep? Creating an employee for "house" to assign to these records shouldn't be necessary...I just can't remember why/how.

I have been searching the NS support site and cannot find any documentation about commissions and former employees/sales rep reassignment. Anyone have experience with this? This is the first quarter we will be using the commissions pieces of NetSuite.

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