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NetSuite: At-Risk Opportunity Follow Up

At-Risk Opportunity Follow Up

Purpose:Provide guidance how to manage and use tools provided in NetSuite for at-risk opportunities follow up.


At-Risk Category on Activity Records:
- By using tasks, phone calls and events marked with the specific at-risk category field, any updates to at-risk opportunities can be tracked within NetSuite
- The At-Risk category field will only be displayed on the ISS Account Executive custom forms
- The selection options are: Next Steps / Status Update / Notes

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Based on the at-risk category selected the activity will be sourced onto a saved search used by the sales team to review all at-risk opportunities. If an at-risk category is not selected the activity will not show on the saved search used for follow up.

BMS | At-Risk Active Opps With Activities Detail: https://3777554.app.netsuite.com/app/common/search/searchresults.nl?searchid=5664
- This saved search sources all the opportunities marked at risk, along with the activities associated with them. This search will be the main source of data for opportunity follow up.
- By clicking on the opportunity number, the search will drill down into the at-risk activities associated with that opportunity. The activity type, title, status, sales rep and any notes will be listed.

- Each line of text will be highlighted as a different color. Each of these colors stand for a specific status.
Red: Opportunity has no activities this week
Blue : Expected close date is within this quarter
Yellow: Opportunity has been created this week

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- If desired this saved search can be exported, printed or emailed by using the appropriate icons in the upper left corner of the saved search screen below the filters.

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BMS | At-Risk Active Opportunities HISTORY : https://3777554.app.netsuite.com/app/common/search/searchresults.nl?searchid=5629&whence=
- This saved search sources all opportunities that have EVER been marked as at-risk. This search is to be used to track history of at -risk opportunities and their individual outcome.
- Each line has text highlighted in color based on the status of the opportunity
Green: 100% Closed Won
Red: 0% Closed Lost


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The history saved search is to be used for reporting purposes only and not as follow up. Activities detail is to be used for current status and follow up.

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