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Celebrate Your 2025 Community Recap & Achievements!
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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!
Any suggestions or ideas on how we can manage 'Accounts' in the NetSuite CRM module?
We currently use ZohoCRM and want to instead utilize NetSuite CRM module. The one area that doesn't appear to correlate is 'Accounts' in ZOHO. The Accounts section is for the agency or company name, and it ties together any contacts, leads, calls/emails/activities, and opportunities for that company, even before they are a customer. NetSuite appears to only allow for leads and opportunities that are unique and cannot be tied together under a single organization.
We sell software applications so it helps to see if a contact from Company XYZ is looking to buy a product and someone from the same company is interested in a different product. Any recommendations for how something similar can be setup in NetSuite?
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