Updating Individual Sales Teams
You can apply changes made to sales teams to associated transactions or customer records. These changes can include removing sales team members, adding members, or changing roles and contribution percentages.
If you update the sales team on a transaction, check the Update Customer box. This option applies these changes to the sales team on the customer record.
If you update the sales team on a customer record, check the Update Transactions box. This option applies these changes to transactions entered for this customer.
The following rules apply to these updates:
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NetSuite adds employees with sales rep roles with 0% contribution percentages.
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NetSuite adds employees with non-sales rep roles with the contribution percentage you enter.
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Employees added to a sales team keep the sales role they were assigned.
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Sales reps are always added as non-primary reps.
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NetSuite only removes the sales team members you specifically delete from the updated record or transaction.
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You can delete non-sales rep employees only if their contribution percentage is 0%.
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NetSuite does not apply these updates to parent or child records of the updated record.