Check out Oracle NetSuite upcoming events and conferences here
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!
Update your Profile with your Support type to get your Support Type badge.
Expand your NetSuite knowledge by joining our Ask A Guru Live sessions. RSVP on this event now.
Discover NetSuite's potential! Join our webinars, learn from experts, and optimize your operations. Whether you're experienced or new, secure your spot today and stay ahead in NetSuite!
Share with colleagues and friends who could benefit from our webinars too!

Handling Leads from multiple campaigns

edited Nov 22, 2019 4:55PM in CRM 6 comments

We have a situation where we are constantly running ad and tradeshow campaigns and seem to be in a bit of a quagmire.

All leads are imported in via CSV as sent to us from ad agencies and tradeshow hosts.

First, we import the company record as required by NetSuite importing rules. On the company record is the "Lead Source" pointing to the list of available campaigns. The import template includes the name of this campaign (lead source). If NetSuite finds the company record to already exist it skips it.

Problem #1: There is no way for us to know that we had this company at the most recent tradeshow or ad response since NetSuite did not add it since it already existed.

Howdy, Stranger!

Log In

To view full details, sign in.


Don't have an account? Click here to get started!


Community Whiz

Quarter 4 (Nov 2023)

This Week's Leaders

This Month's Leaders

All Time Leaders