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SuiteWorld October 6 - 9, 2025: Agenda Builder is live!
Read on for the latest updates including:
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• And more!
Check out this thread to learn more!
Read on for the latest updates including:
• Agenda Builder launch
• SuiteWorld On Air registration
• New NetSuite Prompt Studio Contest
• And more!
Check out this thread to learn more!
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Need Saved Search showing ALL Sales Team Members and Primary Toggle
Our business model has two sales reps on many accounts, an Outside Sales Rep and an Inside Account manager. I set these Sales Roles up and imported both reps to many customers. What I did not do is check the box for primary so that the proper person shows up as primary sales rep. I need to create a saved search that shows both reps so I can export, reimport and update the Primary toggle. Can only seem to search one Sales Team Member / Sales Role. Any suggestions appreciated!
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