Portfolio Management

wheelels
wheelels
edited 12/09/19 in Smartsheet Basics

Has anyone used Smartsheet as a portfolio management solution?

 

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  • Alejandra
    Alejandra Employee

    Hello,

    I’ve looked into your account and I can see you have a Customer Success Manager. I’ve let them know about your post so they can reach out to you (typically within 3-5 business days).

    In the meantime, if you don’t get a response from other community members on this, you could visit our consultants page to see if there are consultants who have worked with other customers in portfolio management. Here is a link to our consultants page: https://www.smartsheet.com/consulting

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi,

    Yes, what would you like to know? How can I help?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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