Wednesday, April 1, 2015

How To Set Up A Sales Rule To Help Manage Territories In NetSuite

When leads are entered into NetSuite, they are compared to the criteria in your sales territories. If a lead matches a territory's criteria, it is assigned to the territory.


Click on the video for a step-by-step tutorial of how to set up sales rules and sales territories to help manage and prioritize your sales territories. 








Stay tuned for more NetSuite Tips and Tricks,


TrueCloud

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