how to csv import sales team members to a customer...
# ask-stanley-ai
a
how to csv import sales team members to a customer?
c
AI generated answer (using internal Slack threads):
To import sales team members to a customer via CSV, you need to follow these steps: 1. Prepare your CSV file with the necessary columns. The columns should include the customer name and the sales team members along with their contribution percentages. Make sure the total contribution for each customer equals 100%. 2. In NetSuite, navigate to Setup > Import/Export > Import CSV Records. 3. Select the record type as 'Customer'. 4. Choose the CSV file you prepared and upload it. 5. Map the CSV columns to the corresponding NetSuite fields. For sales team members, you need to map them to the 'Sales Team' sublist fields. The 'Sales Role' field should be mapped to the role of the sales rep, and the 'Contribution %' field should be mapped to the contribution percentage of the sales rep. 6. Review your mappings and start the import. Please note that the 'Eligible for Commission' field on the employee record needs to be set to 'T' (true) for the sales reps. Also, make sure that 'Team Selling' is enabled in your NetSuite account. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831518948
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.829881907
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827676237
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