{"id":2860,"date":"2017-08-21T15:18:58","date_gmt":"2017-08-21T15:18:58","guid":{"rendered":"https:\/\/answers.gurussolutions.com\/answers\/comment-les-prospects-sont-ils-attribues-dans-netsuite-a-laide-des-regles-de-vente-et-des-territoires\/"},"modified":"2026-07-28T18:25:16","modified_gmt":"2026-07-28T18:25:16","slug":"comment-les-prospects-sont-ils-attribues-dans-netsuite-a-laide-des-regles-de-vente-et-des-territoires","status":"publish","type":"qa_entry","link":"https:\/\/answers.gurussolutions.com\/fr\/answers\/comment-les-prospects-sont-ils-attribues-dans-netsuite-a-laide-des-regles-de-vente-et-des-territoires\/","title":{"rendered":"Comment les prospects sont-ils attribu\u00e9s dans NetSuite \u00e0 l&rsquo;aide des r\u00e8gles de vente et des territoires ?"},"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":"Comprenez comment NetSuite attribue les prospects, qu\u2019ils soient cr\u00e9\u00e9s manuellement ou import\u00e9s via un fichier CSV, \u00e0 l\u2019aide des r\u00e8gles de vente et des territoires de vente.","ga_short_answer":"Par d\u00e9faut, NetSuite attribue les prospects cr\u00e9\u00e9s manuellement au commercial qui les a cr\u00e9\u00e9s, ou via des r\u00e8gles de vente si le champ \u00ab Commercial \u00bb est vide. Pour les importations au format CSV, le commercial principal n\u2019est pas attribu\u00e9 par d\u00e9faut \u00e0 la personne effectuant l\u2019importation. Les r\u00e8gles de vente s\u2019appliquent aux prospects import\u00e9s si le champ \u00ab Commercial \u00bb est vide dans le fichier CSV, quel que soit le r\u00f4le de l\u2019employ\u00e9 effectuant l\u2019importation.","ga_scenario":"Les entreprises ont souvent besoin de comprendre la logique qui sous-tend <a class=\"ga-interlink\" href=\"https:\/\/answers.gurussolutions.com\/fr\/answers\/how-to-configure-lead-routing-and-assignment-in-netsuite\/\">l\u2019attribution des prospects dans NetSuite<\/a>, en particulier lorsqu\u2019elles utilisent des r\u00e8gles de vente et des territoires de vente. Une certaine confusion peut surgir quant \u00e0 la mani\u00e8re dont les prospects sont attribu\u00e9s lorsqu\u2019ils sont cr\u00e9\u00e9s manuellement par rapport \u00e0 leur importation via un fichier CSV, et quant \u00e0 l\u2019impact du r\u00f4le de l\u2019employ\u00e9 qui les cr\u00e9e ou les importe sur ce processus.","ga_solution":"La logique d\u2019attribution des prospects de NetSuite varie en fonction de la mani\u00e8re dont l\u2019enregistrement du prospect est cr\u00e9\u00e9 :\n\n1.  **Pour les prospects cr\u00e9\u00e9s manuellement :**\n    *   Lorsqu\u2019un prospect est cr\u00e9\u00e9 manuellement par un commercial, il est automatiquement attribu\u00e9 \u00e0 ce dernier.\n    *   Si un prospect est cr\u00e9\u00e9 manuellement par un commercial et que le champ \u00ab Commercial \u00bb est laiss\u00e9 vide, le prospect sera attribu\u00e9 conform\u00e9ment aux r\u00e8gles de vente et aux territoires de vente configur\u00e9s.\n\n2.  **Pour les prospects import\u00e9s via un fichier CSV :**\n    *   Pour les prospects import\u00e9s via un fichier CSV, le commercial principal n\u2019est pas attribu\u00e9 par d\u00e9faut \u00e0 l\u2019utilisateur qui effectue l\u2019importation.\n    *   Les r\u00e8gles commerciales s\u2019appliquent aux prospects import\u00e9s si le champ \u00ab Commercial \u00bb n\u2019est pas renseign\u00e9 dans le fichier CSV, que l\u2019importation soit effectu\u00e9e par un commercial ou par un employ\u00e9 n\u2019appartenant pas au service commercial.","ga_source_author":"","ga_source_author_email":"","ga_date_original":"2017-08-21T17:18:58+02:00","ga_date_verified":"2026-07-05","ga_source_subject":"Lead Assigments","ga_ans_id":"ANS-1121","ga_publish_decision":"publish_with_edits","ga_staleness_risk":"high","ga_review_priority":"verify_first","ga_tier2_verdict":"partially_outdated","ga_tier2_concerns":"The claim that leads imported by a Sales Rep via CSV are automatically assigned to them is inaccurate.; The claim that the only way to assign imported leads through sales rules and sales territories is to do it by an employee that is not a Sales Rep is not entirely accurate.","ga_final_category":"Customer & CRM Records","footnotes":""},"ga_category":[25,99,99],"ga_audience":[89],"ga_difficulty":[92],"class_list":["post-2860","qa_entry","type-qa_entry","status-publish","hentry","ga_category-customer-crm-records","ga_category-enregistrements-clients-et-crm","ga_audience-administrateur-netsuite","ga_difficulty-niveau-intermediaire"],"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":89,"label":"Administrateur NetSuite"}],"ga_difficulty":[{"value":92,"label":"Niveau interm\u00e9diaire"}]},"featured_image_src_large":[],"author_info":[],"comment_info":"","_links":{"self":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2860","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\/2860\/revisions"}],"predecessor-version":[{"id":4780,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/qa_entry\/2860\/revisions\/4780"}],"wp:attachment":[{"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/media?parent=2860"}],"wp:term":[{"taxonomy":"ga_category","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_category?post=2860"},{"taxonomy":"ga_audience","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_audience?post=2860"},{"taxonomy":"ga_difficulty","embeddable":true,"href":"https:\/\/answers.gurussolutions.com\/fr\/wp-json\/wp\/v2\/ga_difficulty?post=2860"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}