SSEO - Enabling SuperSync Email Support for Team Selling in NetSuite

Overview

When Team Selling is enabled in NetSuite, the standard Sales Rep field is removed from both the user interface and backend on records such as leads, prospects, and customers. It is replaced by the Sales Team sublist, which allows multiple sales reps to be assigned to a single record, each with a defined role and contribution percentage.

This change prevents the SuperSync Email for Outlook add-in from creating new records properly, since it relies on the standard Sales Rep dropdown, which is no longer available when Team Selling is active.

To ensure new record creation continues to function as expected, this guide provides the required configuration steps to adapt SuperSync to work with Team Selling.

Prerequisites

  • Admin-level access in NetSuite

  • SuperSync Email for Outlook integration already installed and configured

  • Team Selling is enabled in NetSuite (via Setup > Sales > Preferences)

Step-by-Step Configuration

Step 1: Update Field List/Record Reference

Field: SuperSync Sales Rep Role
Action: Change the List/Record property of this field to:

Sales Role

Why: In Team Selling, each rep is assigned a specific role. This update ensures the SuperSync Sales Rep Role field references the appropriate list for role selection.

Steps:

  • Go to Customization > Lists, Records, & Fields > Entity Fields

  • Locate the field

  • Under Type, set List/Record to Sales Role

  • Under the Display tab, set Display Type to Normal

  • Save the field, then reopen it.

  • Go to the Sourcing & Filtering tab

    • Filter Using: Sales Role

    • Compare Type: Not Equal

    • Value: None

    • Optional
      If needed, you can add additional filters to narrow the dropdown list to specific roles or users, depending on your business rules.

Step 2: Enable SuperSync Team Selling User Event Deployments

These scripts ensure the rep and role data are synced correctly for record creation.

Scripts to enable

  • customdeploy_ng_team_selling_ue_prospect

  • customdeploy_ng_team_selling_ue_lead

  • customdeploy_ng_team_selling_ue_customer

Instructions

  1. Go to Customization > Scripting > Script Deployments

  2. Filter by script name: SuperSync Team Selling UE

  3. Check Show Undeployed

  4. For each deployment

    • Check Deployed

    • Click Submit


Step 3: Update SuperSync Email Forms

Since NetSuite removes the native Sales Rep field in Team Selling, you must adjust the forms.

Why
You need to ensure that SuperSync Email forms use the correct custom fields because the standard Sales Rep field is no longer available in Team Selling mode.

Instructions

  1. Go to Customization > Lists, Records, & Fields > Record Types

  2. Locate SuperSync Email Record Form
    (See screenshot showing the record type list)

  3. Click on List to view all forms that SuperSync Email has access to.

  4. Open each SuperSync Email Record Form you want to modify.

  5. Replace the standard Sales Rep field with

    • SuperSync Sales Rep

  6. Replace the Sales Rep Role field with

    • SuperSync Sales Rep Role

  7. Save the form layout.


Final Validation

  • Open or create a new lead using the SuperSync Email Add-in.

  • Check that the SuperSync Sales Rep Role field appears and references the correct Sales Role list.

  • Confirm the SuperSync Sales Rep field is populated.

  • Verify that records save successfully without errors.

  • Ensure that new record creation works properly with Team Selling enabled.


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