NetSuite – CRM How-To’s
Creating a Sales Order
Approving a Sales Order
Billing a Sales Order
Order to Cash 1 of 2
Order to Cash 2 of 2
Reports and Searches
Order to Cash 1 of 2 – Invoicing, KPI’s, Inventory, etc
Lead to Quote
Lead to Quote – Prospects
Lead to Quote – Leads
Lead to Quote – Customers
Lead to Quote – CRM