CRM Templates and Formula for tracking company change
Two part question:
What success have you had using the Smartsheet CRM templates? We have decent adoption with Smartsheet, and no adoption with salesforce, so are looking to do our CRM in Smartsheet and leverage the data we already have (client info, contracts, etc)
Second, I am looking for a way (formula, automation) to keep track of a contacts's company history. We work with homebuilders a lot, and they often move from one builder to another. Its good to know how each is related (former firm, new firm, who worked together in the past, etc). I am thinking along the lines of a trigger so that when a contact's company info is updated, their prior company name only is added to a multi drop down list cell.
Column "company" would hold the current company name. Column "Former Companies" would be a multi drop down list of their prior firms. Updating "company" would trigger it to update the former companies. I will probably need a helper column to 'hold' the name of the current firm since once "company" is updated the trigger needs to look someplace for the info that was just changed. Is this possible with stock Smartsheet formulas? Or would I need an API that simply pulled the "company" cell history?
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