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Hello,
I could use some help on something I'm trying to do in SmartSheet.
Scope of Project:
I have a master inbound "Lead Tracker" sheet that I use to keep track of referrals sent in from various business partners. I would like for these business partners to have access to their own "Lead Tracker" as well which would contain information pushed to it from my 'Master' Lead Tracker. Their personal Lead Tracker would be accessable from their own personal Workspace created for them.
Problem:
I cant seem to figure out how to enable my 'Master Sheet' to push data to the destination Lead Tracker after I assigned the lead to it using list collumn in my master sheet entitiled "Lead Source".
Example: If I select 'John Doe' as the lead source in a row on my Master Sheet I want all data in that spacific row to be pushed to John Doe's - Lead Trancker and updated as changes are made on my Master Sheet.
Any suggestions would be greatly appreciated!
Comments
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Have you checked out Zapier? Users can create workflows that are triggered by certain conditions.
Another alternative may be to create a report with a "John Doe" filter that pulls data from your Master Sheet into the report. Then share the report out.
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Good morning Ramsey,
The report feature is your best option for staying within SmartSheet. Create a report, set it up for one of your sales staff, then "Save as New" (keeps all formatting), then change the name of the sales staff member in the report builder (this way you do not need to recreate every aspect of the report for each sales staff member). You can then place the report into their assigned workspace. The only issue would be where you did not want to share the informationthat is on the master sales tracker sheet.
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Ramsey,
To clarify and add to this:
Reports will only show data that has been shared to an individual.
If you don't want your business partners to see the Master sheet, then a direct report won't work.
What is the work flow for the business partner?
I assume:
1. Data entry for a new lead (new row in the Master). This is likely best handled with a WebForm from the Master sheet. Depending on how many business partners you have, a separate WebForm for each may be useful.
2. You assign the lead, which may or may not be the same person as identified the lead.
At this point, you could publish the report and have it sent to the assigned lead. But this is not editable.
You could send Update Requests, but this would be manual.
It is also a one-time link and not useful for recurring actions (in my opinion).
An alternative would be to have the MASTER be the report.
You could set up a new lead tracker for each business partner and share that one (and only that one) to each. Make sure the columns are the same and then build your overview / master as report off of them.
If I missed something in the work flow, let me know.
Hope this helps.
Craig
