Enabling CRM and SFA Marketing 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
Online Forms	Add forms to your existing Web store or site to provide new leads and customer service.
Mail Merge	Create and manage fax, email, letter, and PDF documents you create for those you do business with. 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.
CRM Template Categories	Categorize your email and campaign templates. You can create new categories at Documents > Templates > Template Categories > New.
Capture Email Replies	Track all replies to email that was originally sent from NetSuite. For example, if a support representative responds to a case record by email and the customer replies to the email, the response is automatically saved on the case record as well.
Subscription Categories	Categorize campaigns into different subscriptions. This allows message recipients to subscribe to some kinds of campaigns and unsubscribe from others.
Upsell Manager	Use the search capabilities to match customers with items they are likely to buy.
Sales Campaigns	Sales campaigns allow sales representatives to send email campaigns to their customers and track their responses.

Feature

Description

Online Forms

Add forms to your existing Web store or site to provide new leads and customer service.

Mail Merge

Create and manage fax, email, letter, and PDF documents you create for those you do business with.

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.

CRM Template Categories

Categorize your email and campaign templates.

You can create new categories at Documents > Templates > Template Categories > New.

Capture Email Replies

Track all replies to email that was originally sent from NetSuite.

For example, if a support representative responds to a case record by email and the customer replies to the email, the response is automatically saved on the case record as well.

Subscription Categories

Categorize campaigns into different subscriptions. This allows message recipients to subscribe to some kinds of campaigns and unsubscribe from others.

Upsell Manager

Use the search capabilities to match customers with items they are likely to buy.

Sales Campaigns

Sales campaigns allow sales representatives to send email campaigns to their customers and track their responses.

Related Topics