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NetSuite Team Selling
In NetSuite, the Team Selling feature enables you to associate sales transactions and customers with Sales Teams, including various employees. For each employee added to a Sales Team, you can select the role that the employee played, along with their contribution percentage. The Team Selling feature replaces the standard Sales Rep field on a Sales transaction and customer with a Sales Team list. It also replaces the Sales Rep checkbox on the employee with a Sales Role picklist.
In NetSuite, when you set a Sales Team on a customer, the Sales Team information will default onto your transactions. If required, the Sales Team data on your transactions can be changed, and it does not have to match with what is set on the customer. When you create an Estimate, or Order off an Opportunity, the Sales Team data from the Opportunity will default onto the Estimate or Order.
Last modified date: 12/14/2021