To create a sales team in the CRM record, what must be created and assigned to employees?

Creating a sales team in the CRM record involves defining specific roles that employees will play within the team. The sales role is the correct answer because it establishes the responsibilities, permissions, and access levels for team members within the NetSuite environment. By assigning sales roles to employees, organizations can clearly delineate who is responsible for what aspects of the sales process, facilitating better management and collaboration within the team.

Sales roles often include details such as the ability to view certain records, manage customer interactions, and participate in sales activities, ensuring that each member of the sales team can perform their designated functions effectively. This structured approach helps streamline operations and maintain consistency in sales activities across the organization.

In contrast, sales positions, groups, and agencies typically pertain to broader organizational frameworks or classifications that do not specifically define the functional roles required for CRM activities. Hence, while these other concepts are relevant in the context of sales team organization, they do not directly contribute to the creation of a sales team within a CRM record.