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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!
What are the Permissions for Sales Team sublist on Customer Records?
Rightly or wrongly, we appear to be using the 'Team Selling' functionality within NetSuite, but only actually allocating a single Sales Rep per Customer.
My confusion is that I am seeing some differences in permissions between roles, and this is also affected by the Customer stage (lead/prospect/customer) - but I cannot see where these permissions are being set / configured (role permissions, workflow etc).
Some roles can edit the Employee and Sales Role fields on a Customer, but other roles can only do this on Leads and Prospects, and on Customers it is 'greyed out':
The 'Primary' checkbox appears to be available to all roles / statuses.
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