Welcome to the Smartsheet Forum Archives
The posts in this forum are no longer monitored for accuracy and their content may no longer be current. If there's a discussion here that interests you and you'd like to find (or create) a more current version, please Visit the Current Forums.
Sales Pipeline Sheet information links to Project management sheet upon status change
Our company tracks sales opportunities and basic project management using Google Sheets.
We would like to move this function to Smartsheets.
Our basic process: (We design, fabricate and install elevator interiors)
A new sales opportunity is logged into a googel sheet and given a status of "Bidding". We also input several other pieces of information. Once we move the sales opportunity through the process, it is finally changed to a "Signed" status...meaning we signed a contract with a customer.
Once we have "signed" the project, it now starts moving through the project management funnel. There are several phases to this part of the process culminating when we have completed the installation of the elevator interior.
We would like to create two sheets, one for the sales pipeline activites and one for project management activities. Ideally, we would like for information to be entered one time where information from the sales pipeline sheet would populate a new row in the PM sheet once the opportunity is "signed". It seems that a check-box column could be added where, once checked, a new row in the PM is created, pulling over basic opportunity information.