Sales
Discussion List
-
Quickbooks & SmartsheetIn API & DevelopersSo. I've been working on this Quickbooks & Smartsheet Integration for a couple of years now for my own internal use. It has many application & the proof of concept exists and we use it. We use it for an approval process (for in…
-
Auto populate data in FormsIn Using SmartsheetI am trying to auto populate the data in Forms for example if we select ID the corresponding fields will get auto populated with required values. As per the attachment if we enter any ID in the CUS ID field it should populate the PSS Firs…
-
Charts Plotting 0In Using SmartsheetI recently contacted support to find out if there was an option within dashboard charts to keep the charts from plotting 0. I received the following response: Currently we don't have a feature in place that will prevent specific values fr…
-
Cross Sheet reference/"assigned to" allow multiple contacts per cell LIKE formula?In Formulas and FunctionsSS community - I need help. I have created a Sales Pipeline sheet for my sales team, sales stages etc which is basically it's own CRM. I am trying to gain metrics in order to keep the sales team members honest and report the truth to the l…
-
Pricing: A La Carte AppsIn Apps, Integrations, and Add OnsSmartsheet, you need you allow apps to be added a la carte to Business accounts. Restricting apps to Enterprise is unnecessary. It feels like nothing more than hard-ball sales tactics. While Smartsheet has helped our business organize our…Accepted Answer 31 views 2 comments 0 points Most recent by Genevieve P. Apps, Integrations, and Add Ons
-
Dashboard with Filters - Best PracticeIn Formulas and FunctionsHi all, I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one? GRID I have multiple salespeople in my team, each of them have their own grid. The grid looks something like this…Answered - Pending Review 1.7K views 5 comments 0 points Most recent by Genevieve P. Formulas and Functions
-
Report on all sheets I am part of as Assigned ToIn Using SmartsheetMany of our team members will be allocated to many different sheets. 1. Is there a feature how to make a report showing all sheets I am assigned to?, and as a continuation a report showing specific tasks in those projects, for example Gat…
-
Count Number of Cells that Contain Certain Text?In Formulas and FunctionsHello, I am trying to count the number of cells that contain certain words, such as "NYSEG" or "RGE," when the cells may contain more than one of these words. I have tried using =COUNT(FIND("ConEd", [Utiliti…
-
databaseIn Using SmartsheetHello, Smartsheet team! I work for a medical equipment sales company which is intereted in create a database of all our client’s equipment. We want to sort all this information out in order to eliminate paperwork. We need to apply differe…
-
Auto fill a second column based on a drop down selection using a formIn Formulas and FunctionsI understand I can likely do this with a very, very long VLOOKUP or IF/THEN formula in every cell, but I'm dealing with over a hundred items and that will be unwieldy. Situation: I would like to have a form where someone selects one op…
