Tags » NEtsuite

How To Set Up Sales Rules And Sales Territories

When leads are entered into NetSuite, they are compared to the criteria in your sales territories. If a lead matches a territory’s criteria, it is assigned to the territory. 28 more words


How To Mass Update Leads In NetSuite

You can reassign leads in NetSuite a couple of ways. You can simply edit the sales territory rules to a new sales rep or mass update your customer list to a new sales rep based on a set of criteria, such as state, city or lead source, etc. 20 more words


Inline Editing in Saved Search results in Netsuite

Inline editing the List of any record type is a feature, where user can edit the value of a field(shown in the list) in any record listed in the List… 303 more words


Tip 5 - Limitations of fetching record information in client script in Netsuite

Few days back, I got a requirement to have a form for creating a new Lead record by end user. So obviously end user doesn’t have any netsuite credentials. 249 more words


Systems Architecture for Enterprise Startups: an exercise in bargaining, patience, and running fast — all at once

A few months ago our CEO and board gave me an interesting challenge: build a go-to-market team and launch a company into a new market within a year.  1,324 more words

Building A Startup

Important Steps to Remember when Migrating to Netsuite

Having an ERP and CRM software solution is vital in today’s environment for most businesses in order to succeed and grow.  Netsuite is a solution that provides ERP, CRM, eCommerce all on the one cloud based software package. 173 more words


“If it ain’t broke, don’t fix it”.

A phrase which we have all heard, and was made popular following a quote given to the magazine of the United States’s Chambers of Commerce in 1977 by Bert Lance, a member of US President Jimmy Carter’s 1977 administration. 326 more words

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