Sales Pipeline Template

edited 12/09/19 in Smartsheet Basics


I downloaded this template, it consists of 3 sheets,  Dashboard, Report and Sales Pipeline. The instruction PDF seems to indicate that the Sales Opportunity form, created within the Sales Pipeline sheet, is the method for getting Opportunities in to the Sales Pipeline.

Extract from ODF

The Sales Opportunity form is how sales reps submit information about leads to the Sales Pipeline sheet.

But when I complete the form and submit it the information is loaded in to the Report sheet, not the Sales Pipeline sheet. Am I doing something incorrect or does the information have to be loaded manually or the Report sheet linked to the Sales Pipeline sheet to load the data in to the Sales Pipeline sheet from the Report sheet.