Auto-populate Sales Team on New Opportunity Record

In order to have the Sales Team field auto-populate when creating an Opportunity, the steps below would only work if the customer is not existing yet in NetSuite and users are creating a new Customer record at the same time users are creating a new Opportunity.

A. Setup Sales Team:
1. As Administrator enable the Team Selling feature under the Setup > Company > Enable Feature > CRM tab.
2. Once the Team Selling feature is enabled, navigate to Setup > Sales > Sales Team to create a new Sales Team. (e.g. Sales Team A).
3. Enter the name and members of the Sales Team and the corresponding contribution percentage, if necessary.
4. Save.

B. Setup Sales Rule:
For example, new Customers whose Email address would have the domain yahoo.com would need to be assigned automatically to Sales Team A. Any new Customers whose Email address has yahoo.com would need to be assigned to Sales Team A.

1. Create a Sales Rule under Setup > Sales > Sales Rule > New. 
2. Choose which Field users would need to apply this Sales Rule to.  In the example above, it needs to be applied to the Email field so click Email.
3. Set the Criteria on how users want to compare the customer's information to the rule's criteria.
4. Set the Email field to yahoo.com.
5. Set the Sub-Criteria as contains = yahoo.com (Email).
6. Select Match All Conditions because we want a customer to match all criteria and sub-criteria & have them apply the Sales Rule.
7. Save the Sales Rule.

C. Setup Sales Territory:
1. Navigate to Setup > Sales > Sales Territories > New.
2. Name the Sales Territory.
3. Set the Configure Rule Definitions, selecting the Sales Rule applied from Step B.
4. On the Lead Assignment tab, select the Sales Team from Step A to assign this Sales Territory to.
5. Select Match All Conditions also because we want a customer to match all rules and assign them to this territory.
6. Save the Sales Territory.

D. Create New Opportunity and New Customer:
1. Navigate to Transactions > Sales > Create Opportunities.
2. On the Opportunity form, create the Customer by clicking New from the double-arrow button from the Company field.
3. Create the Customer record, fill out the details as necessary and Save. (Fill out Email field = companyxyz@yahoo.com).
4. Once the new Customer record has been saved, the Opportunity form screen will be shown in Edit mode, which can then be filled out with the necessary remaining details.
5. Save the Opportunity record.

When viewing the Opportunity record, under the Sales tab, the record is assigned to Sales Team A because it had the Email = companyxyz@yahoo.com, which follows the Sales Rule and Sales Territory initially created.

Again, this is only applicable in creating new Opportunity and new Customer records. It does not work for existing customers.