CRM contacts management
Is there a way to have a CRM across two sheets? One purely for contact information that can be referenced by another sheet that shows project details?
The project details sheet will have a column specific for contacts and dropdown contacts referenced from the contacts sheet as well as being able to add multiple contacts per cell.
I realise that smartsheet has it's own directory for contacts but it obviously doesn't provide enough flexibility regarding the additional information that I would like to have on each contact.
What would be a bonus is if the contacts on this sheet could be syncronised with office 365.
Answers
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Hi Keith,
Yes, you can!
You could use cross-sheet formulas and VLOOKUP or INDEX/MATCH to structure a solution.
Would that work?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post help answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Is there an example of a solution like this that I could see in order to try and "sell" it to a coworker?
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Hi,
I'd be happy to share an example.
Please send me an email at andree@workbold.com, and I'll share it with you.
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
@Andrée Starå Email sent! Thank you.
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