Resources

    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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