Act-On Contacts NetSuite Sales Portal

  • Updated

What’s Changing

The NetSuite Sales Portal (Act-On set of components within NetSuite) has been updated to use the All Contacts list.

  • Hot prospects can be filtered as well by choosing a sub-segment of prospectus in Contact Settings.
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  • Contact data fields used in the personalization of sales email templates require mappings in Data Management. 

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Released March 28, 2024.

Customer Impact

These features impact clients who are using the All Contacts feature (learn more about this). NetSuite Sales Portal now uses the All Contacts list as its reference for sales ownership and optional filtering of prospects, contacts, and opportunities. This may result in some differences in the data displayed.

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