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How Last Sales Activity Works

Learn how LSA is updated in NetSuite when using ExtendSync Gmail and Outlook apps

Updated this week

Last Sales Activity (LSA) in NetSuite helps your organization track the most recent sales-related interactions recorded for Contacts, Customers, Prospects, and Leads.

CloudExtend (ExtendSync for Outlook and Gmail) does NOT calculate or set LSA, NetSuite does.

When you save emails or events using CloudExtend, NetSuite automatically evaluates whether the activity qualifies as a “Last Sales Activity” based on the account’s configuration.


📖 Learn more about LSA here.


When Does NetSuite Update Last Sales Activity?

NetSuite updates the LSA field only if all of the following conditions are met:

  • The sender of the email/event is an Employee marked as a Sales Rep

  • The relevant record (Customer, Prospect, etc.) has that Sales Rep assigned

  • Your NetSuite LSA preferences allow the type of activity being saved

If these rules are not met, LSA will not update even if the email/event is successfully saved by ExtendSync.


Setting Preferences in NetSuite

Step 1: Enable LSA Tracking in General Preferences

  1. Navigate to:
    Setup → Company → General Preferences → Custom Preferences (subtab)

  2. In the Last Sales Activity section:

  • Check the boxes for the activity types you want LSA to track

  • Configure Activity Duration Filter (default = 7 days)

    • Only activities within this timeframe will be considered

  • Enable Update LSA Manual Update if you want users to have a button to manually refresh LSA on records

3. Click Save.

Step 2: Adding Sales Rep Role to Employee

NetSuite only updates LSA for activities recorded by Sales Reps.

  1. Open the Employee record in NetSuite.

  2. Go to Human Resources tab.

  3. Check the Sales Rep role.

  4. Click Save.

Step 3: Assign the Sales Rep to Lead/Customer/Contact Records

To qualify for LSA updates, the Sales Rep must also be assigned to the record the activity is linked to.

  1. Click Edit on the record.

  2. Assign the Sales Rep name.

  3. Click Save.

LSA appears on:

  • Lead

  • Prospect

  • Customer

  • Contact

  • Opportunity


Viewing & Updating the LSA Field

On qualifying records, you will see:

  • Sales Rep (1) name will show in the General tab.

  • Update LSA (2), click this button to manually refresh the Last Sales Activity.

  • Last Sales Activity (3) field, will show the date of the last sales activity.


Troubleshooting: Why Last Sales Activity (LSA) Didn’t Update

If you saved an email or event using ExtendSync but the Last Sales Activity (LSA) field did not update in NetSuite, review the common causes below.
Remember, LSA updates are controlled entirely by NetSuite, not ExtendSync.


🔵 The Employee Is Not Marked as a Sales Rep

  • NetSuite only updates LSA when the sender’s Employee record has the Sales Rep box checked.

    Fix:
    Go to the Employee record → Human Resources tab → enable Sales Rep → Save.

🔵 The Sales Rep Is Not Assigned

  • LSA will not update unless the Sales Rep is also assigned to the CRM record.

    Fix:

    Open the Customer/Lead/Prospect/Contact → click Edit → set Sales Rep → Save.

🔵 The Activity Type Is Not Enabled in LSA Preferences

  • NetSuite only tracks the activity types you configured in:

    Setup → Company → General Preferences → Custom Preferences → Last Sales Activity

  • If the activity type (Email, Phone Call, Event, etc.) isn't checked, LSA will not update.

    Fix:

    Enable the missing activity type → Save → retry.

🔵 Activity Is Outside the “Activity Duration Filter”

  • NetSuite’s Activity Duration Filter defines how far back LSA will look (default: 7 days).

  • If the activity occurred before the filter window, LSA will NOT update.

    Fix:

    Increase the duration if needed (e.g., from 7 days → 30 days).

🔵 The Activity Was Saved by Someone Who Is Not a Sales Rep

  • Even if you used ExtendSync correctly, if the sender is not a Sales Rep, NetSuite ignores it for LSA.

    Fix:
    Confirm the sender’s Employee record → Sales Rep = checked.

🔵 Activity Was Saved to a Contact That Isn’t Linked Properly

  • LSA only updates when the contact is associated with the Customer/Prospect/Lead and Sales Rep hierarchy.

    Fix
    Ensure the Contact is linked to the correct Customer/Prospect/Lead.

🔵 Delayed NetSuite Processing

  • NetSuite may delay activity processing, especially in large accounts or when other processes are running.

    Fix
    Wait a few minutes, then refresh or click Update LSA (if enabled on your account).

🔵 LSA SuiteApp Not Fully Enabled

  • If your organization uses the LSA SuiteApp, certain preferences may not be configured completely.

    Fix
    Confirm all required settings under Last Sales Activity preferences are properly enabled.


Still Not Updating?

If everything looks correct but LSA still does not update:

💬 Chat with us using the icon at the bottom-right
📧 Email cloudextend-support@celigo.com

Please include:

  • Customer/prospect/contact record URL

  • Screenshot of Sales Rep assignment

  • Date/time of the activity

  • Whether LSA preferences are enabled

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