Link Project Management Pipeline to Key Account list

TeeM ✭✭
edited 12/09/19 in Smartsheet Basics

We have two sheets that need to work together...

1) One Sheet is for our Customer list.

2) The other sheet/s are for projects.

Both have separate functions obviously, but need to integrate with each other. What we want to achieve is for our Sales Team who may be following up a Customer, to know of any projects that the Customer may have in the system without the manually checking multiple sheets. Our current challenge is that some of our Sales Team may be following up routine calls with a Customer from our Key Accounts list, only to find that somebody else in the team has just been speaking to the customer the day previous about a project.

Glad of any suggestions without moving away from Smartsheet entirely to a CRM.