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Saved Search Sales Team Member Filter
When doing a saved search - any type (customer, opp, transaction), when we put the Sales Rep field as an available filter, it appropriately lists out all the reps. When we do it for the Sales Team though, it doesn't like out the reps. It only does Mine, My Team, etc. I've tried in all my roles, Marketing, Sales, Finance,…
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How to set up Split Commissions?
I am trying to set up a system to report split commissions, and I'm not sure which direction to go. Here are the three directions we're considering: We do not have the Netsuite module that might do this for us because we felt sure our situation was simple enough to avoid that cost, but we might be willing to go that route…
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Lock Down Edit of Contribution %
Is there a way to lock down the edit of the contribution % on a sales order to certain users?
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Sales Rep Workflow
We have an integration that creates accounts in NetSuite from a separate system. We have a field that states by name who owns the record in the other system. In my workflow, based on whomever is in that "owner" field, I would like to "set value" the new account Sales Rep to their appropriate employee record in NS. My…