Enhanced Tabs, Categories, and Links

When you access the Enhanced Sales Center roles for the first time, NetSuite provides a default set of tabs. The Enhanced Sales Center includes tabs found in the standard Sales Center, as well as tabs for Calendar, Leads & Prospects, Contacts, and Items. The More tab is where NetSuite places the least used links. The default Enhanced Sales Center tabs may vary depending on the role used.

The Leads & Prospects, Opportunities, Customers, Contacts, Forecasts, and Items tabs include only three basic categories: Overview, Reports, and Tools. The links under each category include only information that is most useful to a particular sales role.

You should disable the tab list. You can click a tab to access the categories and links. For more information on list menus on tabs and categories, see Setting Up Appearance Preferences.

Related Topics

General Notices