Sales Force Automation Preferences

The Sales Preferences page lets sales administrators set customer status preferences that specify how your company should use the Sales Force Automation feature. NetSuite applies your settings to everyone with access to your NetSuite account.

General SFA Preferences

You can set the following customer status preferences on the General subtab at Setup > Sales & Marketing Automation > Sales Preferences.

• Lead Status – Select the default status assigned to new lead records.

• Prospect Status - New – Select the default status assigned to prospects who do not yet have a transaction associated with them.

• Prospect Status - Opportunity – Select the default status assigned to prospects who have an opportunity created for them.

• Prospect Status - Estimate – Select the default status assigned to prospects who have an estimate created for them.

• Customer Status – Select the default status assigned to customers.

  You can create and view customer statuses to set as default or to select on customer, lead, and prospect records. For information, see Customer Statuses.

Following are additional general preferences:

• Standard Sales Roles – Choose the level of restriction you want to place on standard sales roles. Choose one of the following:

  • Unrestricted – Sales reps and managers can view and edit records and transactions to which they have access, regardless of the records assigned to them.

  • Restrict Editing Only – Sales reps and managers can view but not edit records and transactions that are not assigned to them or their subordinates. The standard Sales Person role has employee restrictions set to self and subordinates only. The standard Sales Manager role has employee restrictions set to self, subordinates, and unassigned.

  • Restrict Editing and Viewing – Sales reps and managers can only view or edit records and transactions assigned to themselves or their subordinates.

• Restrict by Transaction Sales Rep Only – Check this box to have sales reps see transactions for customers they are assigned to if they are the rep selected on the transaction.

  If you clear this box, each sales rep can see all transactions for customers. This is true even if the sales rep is not the sales rep selected on a particular transaction.

• Default Estimate Expiration (in days) – Enter the number of days after you enter an estimate that you want the estimate to expire, by default. You can change the expiration date on an estimate.

• Default Sales Effective Date to Linked Sales Effective Date – Check this box if you want the sales effective date on credit transactions to default to the sales transaction from which it is created. For example, when you create a refund from a cash sale, the sales effective date from the transaction defaults on the refund.

  If you clear this box, the sales effective date is set to the transaction date.

  Note:

  With this preference, if you change the transaction date of the credit transaction, the sales effective date changes to this new credit transaction date. For more information, see Sales Effective Date.

• Consider “Starts With” Matches in Lead Conversion – Check this box if you want companies that begin with the same name as leads to be presented as possible duplicates. These possible duplicates appear on the Convert Lead page. For more information, see Lead Conversion.

• Allow Overassignment in Sales Teams - Check this box to allow the total contribution percentage for sales team members with sales rep sales roles to total to more than 100%.

  If you check this box, you can enter Adjustment reps at the bottom of this page. For more information, see Creating a Sales Team.

• Preferred Lead Form - Select the custom form you want selected by default when you enter a lead record.

• Preferred Prospect Form - Select the custom form you want selected by default when you enter a prospect record.

  You can create new custom entry forms. For information, see Custom Forms.

If you use the Alternate Sales Amount (ASA) feature, you can also set the following preferences:

• Default Alternate Sales Amount to First Year Revenue – Check this box to automatically calculate ASA as the first year's revenue for a line item.

  If you do not use revenue recognition, NetSuite assumes that the sales amount entered is based on a 12–month term. In this case, the ASA is the same as the sales amount.

  If you use revenue recognition, first year revenue is based on the Rev. Rec. Start, Rev. Rec. End and Rev. Term in Months fields.

• Alternate Sales Amount Name – Enter the name to use for alternate sales amounts. This name appears on transactions, quotas, forecasts, and reports that include ASA.

  For more information, see Alternate Sales Amounts.

• Show Intelligent Recommendations Button for Item Recommendations – Check this box to see the Intelligent Recommendations button on sales orders, estimates and opportunity records.

  Intelligent Recommendations uses artificial intelligence algorithms to calculate and display items your customer may be interested in buying. For more information, see Intelligent Recommendations and Add Recommended Items to Sales Orders, Estimates, and Opportunities.

Related Topics

• Customer Statuses
• Sales Rules
• Sales Territories
• Team Selling
• Forecasting Preferences

General Notices