Last Sales Activity in NetSuite helps track the last sales activities your company has defined in NetSuite for contacts, customers, prospects, and leads.
📖 Learn more about LSA here.
When you save emails and events using CloudExtend, the last sale activity is updated by NetSuite (not CloudExtend). NetSuite will update the Last Sales Activity field only when the sender of the email's employee record has the "Sales Rep" box checked off and the other preferences defined in NetSuite (below) are met.
Setting Preferences in NetSuite
Custom Preferences Configuration
Step 1: In NetSuite, Go to Setup > Company > General Preferences, and click the Custom Preferences subtab.
Step 2: In the Last Sales Activity group, check the boxes next to the sales activities that you want the Last Sales Activity SuiteApp to track.
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Step 3: Click Save.
Adding Sales Rep Role to Employee
Step 1: Open the Employee record in NetSuite then go to Human Resources tab.
Step 2: Enable the Sales Rep role and Save.
Add Sales Rep to a record
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Step 1: To assign, hit Edit and enter the Sales Rep name (1).
Step 2: Click Save.
