CuriousRubik

Recent Posts

Tips for Successful CSV Imports

Posted by CuriousRubik on 10 Mar, 2011

In order to set up your CSV files correctly before importing:

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Topics: Customization

Understanding Leads, Prospects, and Customers

Posted by CuriousRubik on 20 Feb, 2011

When you import Lead, Prospect, or Customer data into NetSuite, you import into the Customer record. The Stage field on the Customer record defines the stage of “Customer” that is currently in the system - a Customer can be a Lead, Prospect or Customer. Leads automatically can become Prospects, and Prospects can become Customers.

Following are specific definitions of the three record types:

  • Lead: allows you to track all the information you need to convert a lead into a customer. Leads have no estimates, opportunities or transactions associated with them. If an estimate or opportunity is created for a lead, the lead becomes a prospect. If you create a sales transaction for a lead, the lead becomes a customer.
  • Prospect: allows you to track all the information you need to convert a prospect into a customer. Prospects have no sales orders, invoices, cash sales or other sales transactions associated with them. They can have opportunities and estimates associated with them, however. If a sales transaction is created for a prospect, or an opportunity is closed for a prospect, the prospect becomes a customer.
  • Customer: allows you to track all the information on your current customers.
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Count the Number of Activities (Events, Phone Calls and Tasks) Created per Month by Each Sales Rep by status by activity type

Posted by CuriousRubik on 12 Feb, 2011

In order to show the cout crate a saved search by following the steps below

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Know how “Space Before” is used on Custom Forms

Posted by CuriousRubik on 02 Jan, 2011

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We are proud to announce that we have been awarded the Prestigious Partner Of the Year Award @ NetSuite SuiteWorld, a global event of NetSuite with over 7000+ attendees and hundreds of partners. CuriousRubik is humbled and honored to win this award, and motivated to continue developing SuiteApps and delivering best in class NetSuite services globally.