Wednesday, March 25, 2015

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. 

In this tutorial, we demonstrate how to mass update a sales rep for your customer list based on location.



Stay tuned for more NetSuite Tips and Tricks,


TrueCloud

No comments :

Post a Comment