Real Estate Asset Management
Hi, I am relatively new to Smartsheet and I have a question about setting up a Process Workflow with my team to onboard clients. My process will include automation of the process with multiple team members and collecting information on multiple properties at the same time. Can I do all of this in one smartsheet and are there any examples of this?
Answers
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Hi @JGould888
I hope you're well and safe!
Have a look at this template.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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