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,


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