Case Management in NetSuite

Case Management in NetSuite

As you work with your customers, issues will come up for your customers that you need to address and resolve. In NetSuite, these issues are called cases, and the individuals in your company who handle cases are called support reps. Understanding how to set up and use...
Quotas and Forecasts in NetSuite

Quotas and Forecasts in NetSuite

Setting up lead routing and lead conversion in NetSuite is only the beginning of the potential that the NetSuite sales process provides. An accurate understanding of how to establish quotas and how to do forecast reports is also key. Generating quotas and forecasts in...