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.
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Keep an eye out for upcoming NetSuite events, including meetups, workshops, and webinars. These sessions are a great way to connect with peers, learn from experts, and stay current on the latest NetSuite updates and best practices. Registration links are provided in each event.
Save $300 - limited to first 1,000 registrants
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Join the NetSuite community to innovate, connect, and discover what’s next.
SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Register now
Win/Loss Reason
Anyone utilizing the Win/Loss Reason field at the opportunity level? I found some threads going back to 2010 asking how to make the field required when a sales order is created, but no one found a solution back then. Same applies for when an opportunity or quote is lost. How do require reps to put in a value? The field doesn't seem to be available for the quote or sales order forms, which makes it that much more difficult to enforce/track.
Also, I noticed that if you list competitors in the opportunity, you can specify if they won. But I don't see how to list your own company as the winner in the Won By field. Do you have to list yourself as a competitor?
0