CRM template

Sonya Garcia

HI All,

I am brand new to Smartsheet and looking for a template for our Client Services team. We are wanting to start with something simple to show key client info, client goals and client activities. Any ideas?

Andrée Starå

Hi @Sonya Garcia

I hope you're well and safe!

This could be a great starting point. You can also have a look at the other templates in the Solution Center.

https://www.smartsheet.com/marketplace/templates/customer-contact-log-form

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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