Unique Contact Lists

A10nx515

I am setting up the downloaded “Template Set – Sales Pipeline Tracking”.

In “Sheet – Sales Pipeline,” the column heading “Contact Name” uses the Column Type “Contact List,” as does the “Sales Rep” column. Our Sales Reps are internal employees. And the Contact Names are external customer contact.  How can I assign these each of these columns to have (and build) unique Drop-Down lists?

A10nx515

Can I setup Separate (Distinct) Contact Lists?

1. Internal to my Company
2. Vendors/Suppliers
3. Sales Contacts

Then have one of these Specific lists available to (associated with) a Specific "Contact List " column type in the Smartsheet? (i.e. , a "Sales" Contact-List column which only presents drop-down choices from the Sales Contact list. AND an "Internal to the Company" Contact List column type)

Genevieve P.

Hi @A10nx515

Yes! Once you have added values to your Contact Column, you can check the box that says "Restrict to List Values Only" which means that this specific column will only allow users to select an option from that list.

See: Control Data Entry and Allow Only Specific Values in a Column

Cheers,

Genevieve

Genevieve P.

Hi @A10nx515

The Template Set has a number of demo contacts in the Contact Column so that you can see what it will look like after you have customized the column to contain your own contacts.

To get rid of these demo contacts you can simply delete then out of the column/cells! Then to add in your own contacts, double click on the Column Name (or right - click and open up the Column Properties).

From here, you can add in your contacts as values:

Here's more information you may find helpful: Column Type Reference - Contact List and Manage Contacts in the My Smartsheet Contacts List

Cheers!

Genevieve

A10nx515

Can I setup Separate (Distinct) Contact Lists?

1. Internal to my Company
2. Vendors/Suppliers
3. Sales Contacts

Then have one of these Specific lists available to (associated with) a Specific "Contact List " column type in the Smartsheet? (i.e. , a "Sales" Contact-List column which only presents drop-down choices from the Sales Contact list. AND an "Internal to the Company" Contact List column type)

Genevieve P.

Hi @A10nx515

Yes! Once you have added values to your Contact Column, you can check the box that says "Restrict to List Values Only" which means that this specific column will only allow users to select an option from that list.

See: Control Data Entry and Allow Only Specific Values in a Column

Cheers,

Genevieve