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 have a monthly report I send out that has a long list of recipients. I know I can edit the recurrence of it being sent, but does anyone know of an easy way to just add or take out people that get my email without having to recreate the whole thing?
We would like to allow conference attendees to check themselves in using tablets at the conference center. I know there is a "find in sheet" magnifying glass in table view, but it is not super obvious, especially for non-Smartsheet users. Is there a better way for them to easily find their row among all the attendees so…
Greetings- I have a automation setup when I select the "status" column drop-down to "completed" I want the row info to be emailed to the contact to submitted it with a follow up then I want it to archive the row (aka move to another sheet). When I run the automation only 1 of the 2 requests happen. The archive happens…
