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Re: How to manage SPAM Leads?
Hi @charles_at_velocitek, Apologies for my previous response. Please see below steps on how to delete the SPAM leads in your NetSuite account. 1. Create a Saved Search to pull up records to be delete…1 -
Re: What role do you have to be in to prepare a Quote?
Thanks, Pau! Hi @Kellyann, An accounting role is an example that you can use to create a quote. If you are using a custom role, make sure that Estimate/Quote permission is added and set the access le…2 -
Re: disabled a line item field with work flow
Hello @User_Q9SHI, Allow us to check on our Gurus who specializes in this area and we will get back to you the soonest time possible. Any members who has an insight on this type of workflow, please f…1 -
Re: Evaluating SLA deadlines within business hours to create an alert when a case is approaching the SLA
Hi Colleen, I used the following formula in the saved search. In the Results tab, I added formula CASE WHEN TO_CHAR({createddate}, 'HH24') = 8 THEN {createddate}+8/24 WHEN TO_CHAR({createdd…1 -
Re: Track what leads come in from flyers we are producing for some of our dealers
Thanks Shamie! Hello @User_LYA61, You can track the leads, prospects, and customers generated by a campaign by using the Lead Source field on the customer record. You can select a lead source manuall…1
