Track Activities and Boost Sales

NetSuite has powerful features for tracking activities that support the Sales Pipeline.

Managing and tracking Calendar Events with visibility for the entire team. Logging Phone Calls of interactions with customers. Creating personal or co-worker Tasks to get vital work done. And, creating User Notes with important data about customers.

The Pocket Buddha NetSuite Video Training courses are the only comprehensive eLearning courses that will quickly train you on using NetSuite effectively.

Building on the skills learned on the NetSuite Orientation I and NetSuite Orientation II courses, expand your understanding of NetSuite and leverage the power of NetSuite Activities.

NetSuite Video Training

Learn by watching and then doing

All Pocket Buddha courses are structured around short 2-5 minute videos followed by practice steps to be done in NetSuite.

By watching and then doing, you will achieve the goals and results for the course.

The instructor for the course is also available to answer questions by discussion thread and by email. Personal coaching time can be purchased along with the course as an option.
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NetSuite Video Training

Key Questions Answered on the Course

  • What are the various NetSuite Activities and how are they used effectively?

  • How do I create new Calendar Events for Customers and Contacts?

  • How are Event Invitations sent to internal or external contacts?

  • How are Recurring Events created and managed in NetSuite?

  • How are Reminders created for Activities?

  • How do I log Phone Calls for my active Contacts?

  • How can I effectively use Tasks for myself and co-workers to get things done?

  • How can I create User Notes to record important data about my customers?

Sample Course Video

What's Included?

The course includes the following content and features:

  • Ten high-quality video walkthroughs of NetSuite in action.

  • Complete video transcripts with screenshots for reference.

  • Exercise and practice steps to be done within NetSuite.

  • Access to the instructor via discussion thread or by direct email.

  • A full 45 days of access to the course.

  • A professional course completion certificate.

Instructor

  • Tim White

    Lead Instructor

    Tim White

    Hello! It will be my pleasure to be your instructor for this course. <\p>

    I have successfully trained 100s of NetSuite users to be proficient and confident in their understanding and use of NetSuite. <\p>

    My success as a Chief Information Officer (CIO) for mid-size companies has been built on ensuring that technology is actually used and understood by the users! <\p>

    P.S. believe me when I say that I understand how challenging it can be to learn all the nuances of NetSuite, but with these courses and expert instructors you will be successful!

Frequently Asked Questions

  • Is access to a NetSuite account included as part of the course?

    The student is expected to have access to their own NetSuite account: Pocket Buddha training does not provide access to a NetSuite account.

  • Will the NetSuite screens and forms look like those in my instance of NetSuite?

    They will be very similar but not exactly the same. Your instance of NetSuite may have a pre-configured theme or it may have been heavily customized.

  • How long will the course take me?

    Course time varies student to student but allow 2 hours to complete all the steps of the course.

  • Can I ask questions to the instructor?

    Yes, the instructor will be happy to answer questions via the discussion thread on the course and by email. Personal one-on-one time can be purchased as an option: see the Course Pricing section below.

  • Is the instructor available for customized training?

    Yes, all Pocket Buddha instructors are available for customized training for your company.

Course Pricing


All pricing includes 45 days of access to the course.
The Coaching option includes personal time
with the instructor.

Money Back Guarantee

All Pocket Buddha courses come with an unconditional 30 day money back guarantee.

Pocket Buddha instructors are committed to providing the best possible NetSuite learning experience.

If you are not completely satisfied with the course and the instructor is not able to make it right for you then a full refund will be promptly given.
Money Back Guarantee

Course curriculum

  • 1
    Welcome to the Course
  • 2
    Activities Overview
  • 3
    Adding Calendar Events
    • Adding Calendar Events
    • Adding Calendar Events
    • Video Transcript: Adding Calendar Events
    • Practice: create a calendar event
    • Using What You Learned
  • 4
    Reminder Pop-ups
    • Reminder Pop-ups
    • Reminder Pop-ups
    • Video Transcript: Reminder Pop-ups
    • Allowing Pop Ups in your Browser
    • Practice: create a browser reminder
    • Using What You Learned
  • 5
    Viewing + Completing Events
    • Viewing + Completing Events
    • Viewing Events
    • Video Transcript: Viewing Events
    • Exercise: using the My Calendar portlets
    • Practice: complete a Calendar event
    • Canceling Events
    • Using What You Learned
  • 6
    Personal Calendar Setup
    • Personal Calendar Setup
    • Personal Calendar Setup
    • Video Transcript: Personal Calendar Setup
    • Send Invitation Emails Setup
    • Exercise: setup your Personal Calendar
    • Using What You Learned
  • 7
    Adding Phone Calls
    • Adding Phone Calls
    • Adding Phone Calls
    • Video Transcript: Adding Phone Calls
    • Practice: add phone calls for a customer
    • Exercise: logging a phone call in the past
    • Using What You Learned
  • 8
    Viewing + Completing Phone Calls
    • Viewing + Completing Phone Calls
    • Viewing + Completing Phone Calls
    • Video Transcript: Viewing + Completing Phone Calls
    • Exercise: using the Phone Calls portlet
    • Practice: mark Phone Calls completed
    • Using What You Learned
  • 9
    Adding Tasks
    • Adding Tasks
    • Adding Tasks
    • Video Transcript: Adding Tasks
    • Practice: add tasks for a customer
    • Exercise: logging a task in the past
    • Using What You Learned
  • 10
    Viewing + Completing Tasks
    • Viewing + Completing Tasks
    • Viewing + Completing Tasks
    • Video Transcript: Viewing + Completing Tasks
    • Exercise: using the Tasks portlet
    • Practice: marking Tasks completed
    • Using What You Learned
  • 11
    User Notes
    • User Notes
    • Adding User Notes
    • Video Transcript: Adding User Notes
    • Practice: add user notes for a customer
    • Using What You Learned
  • 12
    Final Course Setps
    • Next Steps
    • Course Survey