How to Set Up Sales Force Automation in NetSuite, part 2

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 customer side of the sales process in NetSuite.

Some of what this video covers includes things like . . .
1. How to create an online customer form in NetSuite
2. How to connect a contact record to a lead, prospect, or customer record in NetSuite
3. How to create new customer statuses in NetSuite
4. How to understand the two main lead conversion workflows in NetSuite
. . . And more!

Chapters:
00:00 Sales Force Automation in NetSuite
00:30 Create an Online Customer Form in NetSuite
01:44 Contact Records in NetSuite
02:11 Create a new Customer Status in NetSuite
03:27 Set Customer Preferences on the Sales Preferences Page
04:26 Lead Conversion in NetSuite
04:44 Status-Driven Lead Conversion in NetSuite
05:22 The Lead Conversion Feature in NetSuite

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Helpful Links:
Blog on this topic: https://suiterep.com/2022/02/08/how-t...

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