Team Selling

The Team Selling feature lets you link sales transactions and customers to sales teams made up of various employees. In addition to sales reps and managers, sales teams can include engineers, account managers and other employees who help with sales.

You can use sales territories to route new leads, prospects, and customers to sales teams for assignment. For more information, see Sales Territories.

To enable the Team Selling feature, go to Setup > Company > Enable Features > CRM. Check the Team Selling box, and then click Save.

When you enable Team Selling, NetSuite:

In addition, the Team Selling feature affects existing transactions and customers in the following ways:

If you stop using Team Selling, NetSuite keeps the sales team data for transactions entered while the feature was on. This ensures that commission payments and quota calculations remain accurate.

Important:

If you change the sales rep on one of these transactions, NetSuite removes the team selling information and updates commission data with the new rep.

Related Topics

General Notices