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Celebrate Your 2025 Community Recap & Achievements!
We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
NetSuite CRM Sales logic - Customer & Opportunities
Struggling to find information on this so open to any form of input... Am setting up the CRM side of NS for our company after having used Salesforce for the last 12 years and am finding information and settings a bit thin on the ground.
Basically I want all sales reps to view all customers and be able to add the customer to their opportunities but for the sales reps to only see their own opportunities... Basically by all sales reps seeing all customers we reduce the potential for duplicate customer being added (and for them to get some history) but restrict each sales rep to their own opps so they are unable to download and run away with the entire pipeline. Sounds simple but I can not work out how to do this??
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