CRM contacts management

Keith Crossman

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.

Andrée Starå

Hi Keith,

Yes, you can!

You could use cross-sheet formulas and VLOOKUP or INDEX/MATCH to structure a solution.

https://help.smartsheet.com/function/vlookup

https://help.smartsheet.com/function/index

https://help.smartsheet.com/function/match

Would that work?

I hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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dqsoutherland

Is there an example of a solution like this that I could see in order to try and "sell" it to a coworker?

Andrée Starå

@dqsoutherland

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!

dqsoutherland

@Andrée Starå Email sent! Thank you.