Setting Up SFA

As a sales manager, the less time you spend keying data, the more time you have to analyze and evaluate your selling process. The automated lead routing feature does that. NetSuite automatically assigns all new leads and customers to the appropriate sales rep's leads or customers list.

The first step in the process is to create sales teams. Sales teams include reps and other employees that have a role in closing deals.

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