In the retail industry for example, such as in auto-sales, online customer forms can be used to receive information about customers from a website. It is crucial for Sales representatives to be informed of such new customers when they enter information in the online form so that they can track and strategize, which contributes to a more responsive and customer-centric retail operation. However, notifications about this are not logged in the communications tab of the customer record (this is a normal behavior in NetSuite), which can lead to a risk of delayed or missed sales or opportunities.
NetSuite Administrators may opt to make email notifications instead. This will be beneficial from tracking leads right after they got recorded, and this notification will make Sales reps more focused on checking their email inboxes about such information making it effective in tracking important sales opportunities. Here's how:
1. Log in using an Administrator role
2. Navigate to an Online Customer Form (Setup > Marketing > Online Customer Forms)
2. Go to Setup workflow Tab
3. Under the Sales Rep Notification Section > Check Send Notification email
4. Fill all the other data required, Save, and create a new Customer using the Online Case form
Note: Make sure that you have case rules setup that will assign the case to sales rep.
This will result in an email that will be sent to the Sales Rep assigned to the Customer Created.
