NetSuite Hot Prospects Setup Guide

  • Updated

Prerequisites

Once these items have been set up, you may proceed with setting up Hot Prospects.

 

Instructions

Marketing List Setup

The Hot Prospects Dashboard reflects contacts from an Act-On marketing list. Follow these instructions to ensure the list you want to use has the data fields required for this feature.

  1. Log into Act-On as a marketing or admin user
  2. Go to Contacts > Marketing Lists
  3. Determine up to two lists that will be the source of contacts for the Hot Prospects dashboard. (Most of the time this will be Affiliated with Prospects and/or Affiliated with Leads, however you can choose any NetSuite list.)
  4. Find the NetSuite list and go to list options menu
  5. Choose Import/Export > NetSuite CRM Sync Setup
  6. Click on Add List Columns
  7. Find the field for Sales Rep.
    1. Select it now:
    2. Click Save
    3. Click Run Now to re-sync the list and pull in Sales Rep data for your contacts.
    • If this is checked, proceed to Sales Prospect Setup (below). 
    • If this is not checked:

 

Sales Prospect List Assignment

  1. Navigate to Contacts > Other Lists > Account Lists > Sales Prospects
  2. Hover over Prospects Assigned to Sales and click on the menu icon, and in the drop-down click Select
  3. Choose your marketing list to associate with Sales Prospects. 
  4. Click Submit

To associate another list, do the same selection for Existing Contacts Assigned to Sales.

 

Next Steps

Provide the NetSuite Sales Portal User Guide to your Sales users. Have them follow the instructions to add Hot Prospects to their homepage in NetSuite.

 

Note: As a NetSuite Administrator, you will not see any contacts in your Hot Prospects. This is normal and expected. Prospects will only show to the Sales Rep user assigned to the record.

 


Troubleshooting

Error message: "Your account is not setup for access to Act-On. For access, please speak with your account administrator."

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Confirm that the user's email address is registered in Act-On as a Sales User. The emails must match. Instructions here: Adding or Deleting Users.

 

The Hot Prospects Dashboard does not show any contacts for my sales team.

If your sales users are reporting that they do not see any prospects in the dashboard, follow this checklist.

  • Is your NetSuite connector active? (read more)
  • Is your Beacon Tracker collecting data? (read more)
  • Are your Lead Scoring rules set up? (read more)
  • Are the NetSuite Sales Reps registered in Act-On as Sales Users with the same e-mail address? (read more)
  • Do you have a list assigned for Sales Prospects? (read more)
    • Does this list have the Sales Rep field?
    • Has the list successfully synced recently?
    • Does the Sales Rep reporting the issue have contacts in this list? 
      • (hint: use list segmentation to check)
    • Do these contacts have inbound behavior in the past x days? 
      • (hint: use list segmentation to check)

Remember that the Hot Prospects dashboard will not show contacts for a NetSuite administrator. The user must have contacts assigned in the Sales Rep role to show in the dashboard.

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