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How well do you understand the sales process in NetSuite? At the heart of the sales process in NetSuite is the interaction between two entities: the sales department at your company and potential customers. In this video, were going to explore the sales department side, including everything from creating sales teams to designating sales territories that automatically sort new leads and assign them to your sales teams. Creating a sales team requires four steps: enabling Team Selling, creating sales roles, assigning sales roles to specific employees, and grouping those employees into sales teams. First, enable the Team Selling feature. To do that, navigate to Setup Company Enable Features CRM. On this page, check the Team Selling box and then save your changes. Second, create sales rules. Navigate to Setup Sales Setup Tasks CRM Lists New and choose Sales Role. On this page, you will name and describe the new sales role. You will need to repeat this process for as many sale
