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:

• Replaces the Sales Rep field on sales transactions and customer records with a Sales Team subtab

• Replaces the Sales Rep box on employee records with a Sales Role field

• Assigns existing employees marked as sales reps the Sales Rep sales role

• Adds a Select Sales Team Members option to the Create Group page

• Adds the Sales by Sales Team Summary and Detail and the Sales Orders by Sales Team Summary and Detail reports

• Groups sales reports by sales team instead of by sales rep, by default.

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

• Existing customers or sales transactions linked to one sales rep display the rep on the Sales Team subtab for the customer or transaction. NetSuite marks this them as the primary sales rep.

• Existing customers or sales transactions linked to a sales group (created prior to Team Selling) display those group members on the Sales Team subtab. NetSuite doesn't set a primary sales rep.

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.

General Notices