Hoping someone might have come across this scenario. I have a three-step process where a phone scheduler calls to gain info from the client, then a field rep needs to go onsite and gather info followed by a report generated from both parties. A primary key for both parties inputs will be a Policy #
The phone scheduler will enter data into 1 smartsheet form and the other into a form or their own.
Challenge - How to consolidate both data sets on 1 smartsheet row together so we can output a report using Smartsheet merge.
Hoping someone has thoughts!
