General
General · 21 fields · 20 with a value · 1 empty
- Altnamealtname
- Manage Opportunities
- Baserecordtypebaserecordtype
- customrecord_ns_imp_req_module
- Customformcustomform
- Module Form
- Isinactiveisinactive
- No
- Lastmodifiedlastmodified
- 8/2/2018 11:38 am
- Linenumberlinenumber
- 111
- Module descriptioncustrecord_ns_imp_module_description
- In NetSuite, opportunities are used to track negotiations with prospects or existing customers. Information relating to the opportunity is recorded to give a complete view of the deal including activities, notes, messages and competitors. The status of the opportunity is tracked using customer statuses. A final win/loss classification is assigned upon closure of the opportunity. Examples of additional statements that can be used for this section: ¥ Estimates will be created from Opportunity records. Once an Estimate is accepted, it will be converted to a Sales Order. ¥ Opportunities will be created by both sales reps and account managers for new business, up sell opportunities and renewals. ¥ Estimates will be renamed to 'Proposals'. ¥ Proposals will be sent directly from the system by saving the printed document, creating an email within the application, and attaching the proposal and license agreement. ¥ Most agreements for additional products are co-terminated with existing license agreements. This process is done manually by reviewing the existing license agreement on the customer record, and prorating services for the balance of the term. ¥ For opportunities related to services, the Professional Services team assists in the quoting of dates and costs associated with the services. ¥ Projects will be created for Opportunities. ¥ Projects will be created from Opportunities when the project reaches the Purchasing Status. ¥ Forecasting of resources for Opportunities will be handled in NetSuite/OpenAir. ¥ Work may start on a project before the Order/SOW/Contract is signed
- Module processcustrecord_ns_imp_module_process
- 3 Lead to Order
- Namename
- 3.7
- Ownerowner
- Mihir Bhatnagar
- Owneridownerid
- 7
- Recordidrecordid
- 103
- Rectyperectype
- Module
- Rectype 242 1695 maxnkeyrectype_242_1695_maxnkey
- 258
- Scriptidscriptid
- value_54249_t1247005_992
- Submitnext tsubmitnext_t
- customrecordentry
- Submitnext ysubmitnext_y
- 242
- Templatestoredtemplatestored
- No
- Typetype
- custrecordentry
- Versionversion
- 3
No value 1
- Parent modulecustrecord_ns_imp_parent_module
- —
System & IDs
System & IDs · 12 fields · 7 with a value · 5 empty
- Customform refidcustomform_refid
- 102
- Entryformquerystringentryformquerystring
- rectype=242&e=T&id=103
- Idid
- 103
- InternalIdInternalId
- 103
- Module process refidcustrecord_ns_imp_module_process_refid
- 3
- Owner refidowner_refid
- 7
- Rectype refidrectype_refid
- 242
No value 5
- Customwhencecustomwhence
- —
- Externalidexternalid
- —
- Nsbrowserenvnsbrowserenv
- —
- Parent module refidcustrecord_ns_imp_parent_module_refid
- —
- Selectedtabselectedtab
- —
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