Discussions
Stay up-to-date with the latest news from NetSuite. You’ll be in the know about how to connect with peers and take your business to new heights at our virtual, in-person, on demand events, and much more.
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!
Stay in the Know
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Be sure you're subscribed to NetSuite communication to stay in the know about monthly happenings, updates and announcements. Subscribe
Please note that on Friday, March 20, 2026, at 8:00 PM Pacific time, our Case Management System will undergo a scheduled maintenance for approximately 4 hours. During this time, case creation via SuiteAnswers will be unavailable and inbound calls will be routed to Customer Service.
Switch Primary Sales Rep on a Customer while leaving sales team intact
We have several thousand accounts having a sales team with three sales reps and two other sales roles. I need to change one of the sales reps to primary and 100%, the current sales rep should be changed to 0%, not primary, leaving the rest of the team intact. I came across a solution that uses the "replace sublists" option via a csv upload, which works when there is only one salesperson on the customer sales team. However, this approach does not work in our situation, and I cannot find a way to make it applicable here. Any suggestions? I
Tagged:
0