{"id":2586,"date":"2017-08-21T15:16:10","date_gmt":"2017-08-21T15:16:10","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/comment-configurer-lacheminement-et-lattribution-des-prospects-dans-netsuite\/"},"modified":"2026-07-28T18:25:02","modified_gmt":"2026-07-28T18:25:02","slug":"comment-configurer-lacheminement-et-lattribution-des-prospects-dans-netsuite","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-configurer-lacheminement-et-lattribution-des-prospects-dans-netsuite\/","title":{"rendered":"Comment configurer l’acheminement et l’attribution des prospects dans NetSuite ?"},"content":{"rendered":"","protected":false},"template":"","meta":{"_kad_blocks_custom_css":"","_kad_blocks_head_custom_js":"","_kad_blocks_body_custom_js":"","_kad_blocks_footer_custom_js":"","_kadence_starter_templates_imported_post":false,"_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","ga_subtitle":"D\u00e9couvrez les \u00e9tapes fondamentales de la configuration des r\u00e8gles de vente permettant d\u2019automatiser l\u2019affectation des leads, des prospects et des clients aux commerciaux dans NetSuite.","ga_short_answer":"Les fonctionnalit\u00e9s de routage et d\u2019attribution des prospects de NetSuite s\u2019appuient sur des r\u00e8gles de vente, qui sont des param\u00e8tres d\u00e9finis permettant d\u2019attribuer des clients potentiels \u00e0 des commerciaux. Ces r\u00e8gles peuvent \u00eatre configur\u00e9es \u00e0 l\u2019aide de champs standard et personnalis\u00e9s dans les fiches de prospects, de clients potentiels et de clients. La configuration initiale consiste \u00e0 activer la fonctionnalit\u00e9 \u00ab Conversion des prospects \u00bb dans les param\u00e8tres CRM de NetSuite.","ga_scenario":"Les entreprises ont souvent recours \u00e0 un mod\u00e8le de vente directe dans lequel les activit\u00e9s de g\u00e9n\u00e9ration de prospects men\u00e9es par le service marketing et l\u2019\u00e9quipe commerciale externe g\u00e9n\u00e8rent de nouvelles ventes. L\u2019affectation efficace de ces clients potentiels aux commerciaux appropri\u00e9s est essentielle pour rationaliser les op\u00e9rations et assurer un suivi efficace. Cela n\u00e9cessite de configurer des r\u00e8gles de vente au sein de NetSuite afin d\u2019automatiser le processus d\u2019affectation.","ga_solution":"Les r\u00e8gles de vente constituent un ensemble de param\u00e8tres qui d\u00e9finissent la mani\u00e8re dont les clients potentiels sont attribu\u00e9s aux commerciaux. Dans NetSuite, ces r\u00e8gles peuvent s\u2019appuyer sur des champs standard et personnalis\u00e9s figurant dans les fiches de prospects et de clients, tels que le nom, l\u2019adresse et le num\u00e9ro de t\u00e9l\u00e9phone. Cette configuration prend en charge un mod\u00e8le de vente directe, dans lequel les ventes sont g\u00e9n\u00e9r\u00e9es gr\u00e2ce \u00e0 des activit\u00e9s de g\u00e9n\u00e9ration de prospects men\u00e9es par le service marketing et aux efforts de l\u2019\u00e9quipe commerciale externe. Pour configurer l\u2019acheminement et l\u2019affectation des prospects :\n1. Activez la fonctionnalit\u00e9 requise pour g\u00e9rer les prospects.\n2. Acc\u00e9dez \u00e0 Configuration > Soci\u00e9t\u00e9 > T\u00e2ches de configuration > Activer les fonctionnalit\u00e9s.\n3. Dans le sous-onglet CRM, activez la fonctionnalit\u00e9 \u00ab Conversion des prospects \u00bb. (Remarque : cette fonctionnalit\u00e9 est peut-\u00eatre d\u00e9j\u00e0 activ\u00e9e dans votre compte NetSuite.)","ga_source_author":"","ga_source_author_email":"","ga_date_original":"2017-08-21T11:16:10-04:00","ga_date_verified":"2026-07-05","ga_source_subject":"SOL0671 Leads Routing and Assignment","ga_ans_id":"ANS-0847","ga_publish_decision":"publish","ga_staleness_risk":"high","ga_review_priority":"verify_first","ga_tier2_verdict":"still_accurate","ga_tier2_concerns":"","ga_final_category":"Customer & CRM Records","footnotes":""},"ga_category":[25,99,99],"ga_audience":[50],"ga_difficulty":[93],"class_list":["post-2586","qa_entry","type-qa_entry","status-publish","hentry","ga_category-customer-crm-records","ga_category-enregistrements-clients-et-crm","ga_audience-sales-manager","ga_difficulty-debutant"],"taxonomy_info":{"ga_category":[{"value":25,"label":"Customer & CRM Records"},{"value":99,"label":"Enregistrements clients et CRM"},{"value":99,"label":"Enregistrements clients et CRM"}],"ga_audience":[{"value":50,"label":"Sales manager"}],"ga_difficulty":[{"value":93,"label":"D\u00e9butant"}]},"featured_image_src_large":[],"author_info":[],"comment_info":"","_links":{"self":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2586","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry"}],"about":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/types\/qa_entry"}],"version-history":[{"count":1,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2586\/revisions"}],"predecessor-version":[{"id":4506,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2586\/revisions\/4506"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=2586"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=2586"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=2586"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=2586"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}