The Setup Page for NetSuite CRM+ Users

Important:

The information in this section pertains only to users of the NetSuite CRM+ product. Users of other NetSuite products can refer to The Setup Page.

The Setup page is where users with the Administrator role manage the administrative details of their NetSuite CRM+ accounts. Set up your NetSuite CRM+ account by entering company information, enabling features and setting your preferences for processing, storing, and accessing information.

It is best to enter this information as soon as possible after your NetSuite CRM+ account is activated so that information and data you enter is processed correctly.

The links that show depend on the features you have enabled and the role you are using. Features can be enabled by users with the Administrator role at Setup > Company > Enable Features.

The Setup page includes the following categories:

Company: This category contains links to records for establishing a company address and contacts, enabling features and setting preferences, and viewing your account billing terms and information.
Accounting: This category contains links to set up expense categories, tax information, other accounting lists, and employee-related lists.
Sales Force Automation: This category contains links to set up your sales force automation, including customer statuses, sales rules, territories, and commissions.
Marketing: Set up marketing campaigns and online customer forms.
Support: This category contains links to set up customer support management, including support case email, case types, case origins, case territories, online case forms, escalation rules and assignment.
Web Site: This category contains links to customize item and category layouts for your website, or customize the colors in your site.
Import/Export: This category contains links to transfer your data in and out of NetSuite CRM+ or set up an XML import for information exchange between applications.
Users/Roles: This category contains links to edit user accounts and roles or view the audit trail.
Integration: Set Up XML Import and SOAP web services.

You can also click New next to a setup link to create a new record of that type.

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