Opportunities and Estimates
Routing leads and setting up quotas are the first steps toward successfully managing your team with NetSuite. As soon as your reps have leads, you want to make sure they are entering opportunities, following up with customers and making sales.
In NetSuite, your reps create opportunity records that give sales managers and executives visibility into the pipeline and sales forecast. These records provide reps with a central record for tracking and organizing sales activity.
Opportunities and estimates also help reps manage potential deals for the purpose of calculating the sales forecast and managing your sales team.
Opportunities and Estimates are separate features in NetSuite. Your NetSuite administrator can enable them at Setup > Company > Enable Features. Estimates is under Basic Features on the Transactions subtab. Opportunities is on the CRM subtab under Sales.
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