ANS-0847 · CUSTOMER & CRM RECORDS
How to Configure Lead Routing and Assignment in NetSuite?
Understand the foundational steps for setting up sales rules to automate the assignment of leads, prospects, and customers to sales representatives in NetSuite.
Short answer
NetSuite's lead routing and assignment capabilities leverage sales rules, which are defined parameters for assigning potential customers to sales representatives. These rules can be configured using standard and custom fields on lead, prospect, and customer records. The initial setup involves enabling the Lead Conversion feature within NetSuite's CRM settings.
Scenario
Organizations often utilize a direct sales model where lead generation activities by marketing and the outside sales team drive new sales. Efficiently assigning these potential customers to the appropriate sales representatives is crucial for streamlined operations and effective follow-up. This requires configuring sales rules within NetSuite to automate the assignment process.
Solution
Sales rules are a set of parameters that define how potential customers are assigned to sales representatives. In NetSuite, these rules can be based on standard and custom fields found on lead, prospect, and customer records, such as name, address, and phone number. This setup supports a direct sales model, where sales are generated through lead generation activities performed by the marketing department and efforts of the outside sales team.To configure lead routing and assignment:
Enable the feature required to manage leads.
Navigate to Setup > Company > Setup Tasks > Enable Features.
On the CRM subtab, enable the Lead Conversion feature. (Note: This feature may already be enabled in your NetSuite account.)
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