SmartSheet for Success Plans - Client Confusion

chriscardone

Hi All!

I am using SmartSheet for client-facing mutual success plans and have been running into the confusion point where they believe they cannot use it since they are not paying for SmartSheet and SmartSheet required them to begin a free trial.

How are others getting in front of this confusion from clients? Are there ways to share with them to mitigate them going through this process?

Thanks!

Andrée Starå

Hi @chriscardone

I hope you're well and safe!

Which Smartsheet plan do you have? Have you explored using the WorkApps feature?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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chriscardone

@Andrée Starå I hadn't! Checking it out now, would you recommend making a WorkApp for each client or adding all the Success Plans to one WorkApp and setting up roles for each client so they may only view their own success plan?

Andrée Starå

@chriscardone

Do you have the Enterprise plan?