Mass Updating Sales Teams

Mass updates make it easy to update a sales rep's membership of a sales team across multiple customer accounts. NetSuite uses mass updates on saved search criteria and applies updates to the employees list on the Sales Team submenu on Company records. There are three types of Sales Team Member updates and the setup process is the same for all of them. For an explanation of what each type of update does, see Sales Team Member Mass Update Types.

Note:

Administrators should enable the Team Selling feature to use Sales Teams.

To perform a mass update of sales team members:

  1. Administrators, go to Lists > Mass Update > Lists > Mass Update > Mass Updates.

  2. Click Sales Force Automation to open the menu.

  3. Select the required type of Team Member mass update.

  4. Add a name for the update in the Title of Action field.

  5. Select the Employee you want the update criteria to apply to.

  6. Select a Sales Role from the list.

  7. On the Criteria subtab, add the required fields to filter your results.

  8. Complete fields from additional subtabs as needed.

  9. Click Save.

  10. Go to Lists > Mass Update > Saved Mass Updates

  11. Click Preview alongside the required saved mass update.

  12. Click Perform Update to update the selected records.

Sales Team Member Mass Update Types

There are three types of sales team related mass updates:

Related Topics

General Notices