Sign in to join the conversation:
Good Day All,
I have been seeking desperately to look the customer success smartsheet referred to in this document (https://www.smartsheet.com/sites/default/files/Customer-Success-Management-Solution-Guide.pdf) However when I connect Smartsheet it seems it was removed.
I am hoping there was someone on this community that got access to it before it was removed and can share a copy of it with me. It is called the Customer Success Management Solution Guide.
Thank you.
Chris Jones
Hi Chris,
Have you looked in the Solution Center if there is anything similar?
More info: https://www.smartsheet.com/marketplace
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
These might help:
https://www.smartsheet.com/marketplace/template-set/client-implementation
https://www.smartsheet.com/marketplace/template-set/customer-onboarding
I am wanting to send a request for an update to our inventory control people when we have non-conforming material that needs to be contained in the system and physically. I have a column for each with a drop down of Yes, No,N/A. I have my automation setup for triggered when containment required changes to any value,…
I'd like to be able to enter a unique value in a form and have it prepopulate a few other areas of the form. For example, I'd like to enter an employee ID number in the FORM, and once entered the First and Last Name sections of the FORM would automatically populate with the correct information.
Hello- There's been a few question/discussions on this topic, but they are a but they are older posts. I'm trying to record the email/name and date when travel requests are approved. I'm capturing the approved date with a Record Date Automation, so that it easy, but the approved by field is getting messy. I'm currently…