ANS-1902 · CUSTOMER & CRM RECORDS
How to Measure Multi-Contact Attribution for Contact Rating in NetSuite?
Leverage custom fields and saved searches in NetSuite to accurately track and sum attribution from multiple contacts for improved contact rating.
Short answer
To measure multi-contact attribution for contact rating in NetSuite, implement custom fields to capture relevant data. This data can then be aggregated using a saved search configured to perform a sum calculation. The results will be readily accessible within the saved search, providing a clear overview of attribution.
Scenario
Organizations often need to track and attribute interactions from multiple contacts to a specific record or rating within NetSuite. The challenge lies in aggregating these individual contact contributions to derive a comprehensive contact rating. This requires a method to sum up various contact-related metrics effectively.
Solution
To measure multi-contact attribution for contact rating, NetSuite administrators can utilize custom fields in conjunction with saved searches.
Define appropriate custom fields to capture the specific data points related to contact interactions and their attribution.
Create a saved search that includes these custom fields.
Configure the saved search to perform a sum aggregation on the relevant custom field data.
The aggregated sum, representing the multi-contact attribution, will then be accessible and viewable within the results of the saved search.
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