CRM

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