NetSuite CRM Training: Sales Force Automation

Duration: 4 hours

  • Sales Force Automation Overview
  • Sales Force Automation Setup
    • Sales Force Automation Preferences
    • Customer Statuses
    • Setting Up a Sales Team
    • Sales Territories
    • Reassigning Customers to Sales Territories
    • Establishing a Quota
    • Selling With Promotion Codes
    • CRM Lists
  • Sales Forecasting
    • Setting Up Sales Forecasting
    • Forecasting Preferences
    • Advanced Forecasting
    • Estimates in the Forecast and Pipeline
    • Opportunities in the Forecast and Pipeline
    • Forecast Reports
  • Opportunities and Estimates
    • Opportunity Records
    • Analyzing Opportunities in Your Pipeline
    • Opportunity Reports
    • Estimates
    • Estimates Reports
    • Tracking Sales Activity
  • Record Management
    • Contacts
    • Customers
    • Lead Management
    • Prospects
    • Competitors
    • Other Name Records
    • Records as Multiple Types
  • Sales Reports
  • Commissions
    • Commission Preferences
    • Employee Commission Schedules
    • Employee Commission Plans
    • Authorizing & Approving Employee Commission
    • Paying Employee Commission
    • Viewing Commission Statuses
    • Commission Reports
    • Commissionable Item Search

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