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!
Referral Program - tracking deals, credits, etc.
Hi,
We are establishing a referral program and wanted to see if anyone had NetSuite best practices for tracking the leads/deals as well as administering the earned credits.
We plan to use the Lead Source field to flag that its a referral, and then add notes to the Referring Customer as well as the lead that the source was the referring customer.
Once a deal is done and we calculate the amount to be credited to the account of the Referrer, we would issue a credit memo to that customer. (We could also issue a discount code or something like that.)
0