Create a workflow



I'm trying to create a workflow. We currently are tracking pre Sales deals in SmartSheet. When a deal is won and the sales team updates the status as "WON" I would like the info from the PreSales tracker carried over to a delivery tracker. I want the deliver tracker to only see the "WON" deals.

Can anyone offer any suggestions.


Best Answer

  • Purnima Gore
    Purnima Gore ✭✭✭✭✭✭
    Answer ✓

    Hi @thomas.ehid112151

    You can use the conditional setting to move the item to the delivery tracker

    Here, when the category changes to Company I can move the row to the sheet (your delivery tracker).

    That way only those that are "WON" deals with move across.

    Hope that helps

    kind regards


    Purnima Gore

    Cierr Limited

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