How To Set Up Sales Force Automation in NetSuite, Part 1

Using Sales Force Automation in NetSuite can save your sales department a lot of time, provided you're using all the automation tools to their fullest potential. This video gives you a quick overview of how to automate the first part of the sales process in NetSuite: lead routing through your sales department.

Some of what this video covers includes things like . . .
1. How to create a sales role in NetSuite
2. How to create a sales team in NetSuite
3. How to create new sales rules in NetSuite
4. How to create sales territories based on sales rules in NetSuite
. . . And more!

Chapters:
00:00 Sales Force Automation in NetSuite
00:38 Enable the Team Selling Feature
00:49 Create Sales Roles in NetSuite
01:05 Assign Sales Roles to Employees in NetSuite
01:19 Create a Sales Team in NetSuite
01:58 Sales Territories in NetSuite
02:11 Create Sales Rules in NetSuite
02:55 Create Sales Territories in NetSuite

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Helpful Links:
Blog on this topic: https://suiterep.com/2022/02/01/how-t...

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