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New to the community here. Interested to see how Real Estate agents are using smartsheet for their business. Looking forward to hearing about it. Thanks!
Welcome!
A few resources that you may be interested in.
We have a blog with some case study information on how real estate agencies are using Smartsheet: https://www.smartsheet.com/blog/smartsheet-real-estate-lead-gen
We have an article that details different styles of real estate project management as well: https://www.smartsheet.com/real-estate-project-management
I’m using Smartsheet with multiple project plans (one sheet per project) and a cross-sheet Milestone Overview report. In the report, I can see the milestone name and source sheet, but not the parent task or phase, which leads to duplicate names (e.g. “Closing Activity”) without context. Is there a supported way to show the…
This discussion was created from comments split from: Plan Asset Manager - will it capture orphaned assets already in the system?.
In the new USM, are users who are designated as Viewers only able to download/export sheets they are given access to e.g. to Excel?
