YASSER
12/29/2024, 10:15 AMCeligo AI
12/29/2024, 10:15 AMAI generated answer (using internal Slack threads):In NetSuite, you can assign multiple sales representatives to a single customer by using the Sales Team feature. Here's how you can do it: 1. Navigate to the customer record. 2. Go to the 'Relationships' subtab. 3. Click on the 'Sales Team' subtab. 4. Here, you can add multiple sales representatives and assign them to the customer. You can also define their roles and contribution percentages. However, if you want to assign a different sales representative for each subsidiary, you might need to create separate customer records for each subsidiary. This is because the sales team is defined at the customer level, not at the subsidiary level. You can use the MultiSubsidiary Customers feature in NetSuite to associate a customer with multiple subsidiaries. However, please note that this feature has some limitations and might not be suitable for all use cases. For example, if you want to use the SuiteSolution Consolidated Invoicing or Consolidated Customer Payments, you might not be able to use the MultiSubsidiary Customers feature. If you decide to use separate customer records for each subsidiary, you can use a custom field or a list record to link the related customer records together for reporting purposes. You can also use a workflow to automate the process of populating this field. ****** 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, 10:15 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.817242
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813480198
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.812497675
Celigo AI
12/29/2024, 10:15 AM