YASSER
12/29/2024, 9:00 AMCeligo AI
12/29/2024, 9:00 AMAI generated answer (using internal Slack threads):In NetSuite, you can define more than one sales rep in the customer record by enabling the 'Sales Teams' feature. Here are the steps to do so: 1. Navigate to Setup > Company > Enable Features. 2. Click on the 'CRM' tab. 3. Check the 'Sales Teams' box. 4. Click 'Save'. Once the 'Sales Teams' feature is enabled, you can add multiple sales reps to a customer record. Here's how: 1. Navigate to the customer record. 2. Go to the 'Relationships' tab. 3. Click on 'Sales Team'. 4. Click 'Add' to add a new sales rep. 5. In the 'Employee' field, select the sales rep. 6. In the 'Contribution %' field, enter the percentage of the sales rep's contribution. 7. Click 'Save'. Remember, the total contribution percentage for all sales reps should add up to 100%. If you want to automatically email all sales reps associated with a sales order when it enters a certain stage, you can do so by creating a workflow. Make sure the 'Sales Teams' feature is enabled and the sales reps are added to the sales order. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
12/29/2024, 9:00 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828143537
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.823271215
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.818763793
Celigo AI
12/29/2024, 9:00 AM