Enabling CRM and SFA Basic Features
If you're an Administrator, you can enable the following features on the CRM subtab of the Enable Features page at Setup > Company > Enable Features.
|
Feature |
Description |
|---|---|
|
Customer Relationship Management |
Manage all your business relationships with lists of contacts, companies, events, and tasks. |
|
Sales Force Automation |
Use SFA to manage your sales process. |
|
Customer Support and Service |
Track, route, and manage customer support request. |
|
Marketing Automation |
Create targeted marketing campaigns and customize your email communications. You must agree to the NetSuite Marketing Application Terms of Service before you can enable this feature. To agree to the terms, click Terms of Service. Read the terms, check the box at the bottom of the page and click Close Window. |
|
Related SuiteApp Campaign Assistant |
For more information, see Email Marketing Campaigns. |