Connect with peers in the Financial Services industry to share Smartsheet solutions, questions, ideas, and best practices that will enable your organization to work better, at scale.
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My name is Chris, I lead marketing for Smartsheet for Financial Services and am excited to get to know you all! This is a space for Smartsheet users that work in Financial Services to connect, share ideas, challenges, best practices and how you are using Smartsheet to transform Financial Services. Our Smartsheet team will…
I am a licensed user but trying to post a sheet in TEAMS so unlicensed users can use it, I have 2 other sheets that are published and users can access but I have one sheet I published the same way that won't show the info in TEAMS and we get the message "sign into TEAMS" instead of the published sheet info. Any ideas what…
Hey all, Any tips and tricks to get around currency conversion within Smartsheet? I'd prefer to not have to manually update the conversion rate! Thanks, Matt
Every organization has its own rhythm when it comes to budgeting. Some run a tight monthly cadence, others do a sweeping annual review, and many fall somewhere in between. But almost all of them share the same challenge: connecting the people who own budgets with the people who track them — without drowning everyone in…
We are looking to convert to Smartsheet as a CRM, but wondered if anyone has done this and the steps they took to develop their system. Also, transferring the information from the current CRM onto Smartsheet, any tips for how you did this, manually or via CSV file? Need some help.
I am the only user for smartsheet, i need a sutable monly plan that i can use please
Hi Community, Has anyone successfully escalated an issue with Smartsheet billing or support? I’m struggling to get meaningful resolution. I paid our invoice in December, and shortly after received a second invoice. During my initial call, I was told this was a duplicate related to an account change we discussed but…
Our plan is ending soon and we will not be renewing it. I need to know: Will I still have view-only access to our Smartsheet CRM after the subscription expires, just to review the data and history? My goal is simply to preserve the information without exporting everything right now.
Please share the process of closing our Smartsheet enterprise licensed account.
Business account up for renewal. I need to speak with smartsheet customer service about seat types and true-ups and I'm getting nowhere with articles. Sales rep is out and we are on deadline.
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