Setting Up SFA

As a sales manager, the less time you spend entering data, the more time you have to evaluate your selling process. The automated lead routing feature gives you this important time back. NetSuite automatically assigns new leads and customers to the right sales rep's list.

The first step in the process is to create sales teams. Sales teams include reps and other employees who help close deals.

Before your team starts selling, you should set up the rules and territories that determine how NetSuite distributes leads among your sales reps. You should also set the sales quotas that your reps must meet.

To manage your sales force with NetSuite, complete the following tasks:

1. Set Sales Force Automation Preferences.

2. Create Customer Statuses.

3. Designate which employees are sales reps.

   For more information, see Marking an Employee as a Sales Rep.

4. Set up the Team Selling feature.

5. Define Sales Rules and Sales Territories.

6. Set quotas for your sales reps.

   For more information, see Establishing a Quota.

General Notices