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Using smartsheets as a CRM
Hi everyone, In Smartsheets, I am trying to create a contact data base with a status trigger from a drop down menu... when "Lead Status" changes from "Lead" to "Opportunity" it triggers a bunch of actions I have set up through Zapier to set up the next steps, files, folders, etc. in Smartsheets and GSuite. Does anyone know…
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OR function to check a box
I am trying to get one box to check under one or another conditions. 1. when a certain cell has any text 2. When another certain box is checked The function I came up with follows, but it doesn't seem to work. There might be one small tweak I need to make, but I am still new to making formulas. Thanks for your help!…
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How do I find a smartsheet expert for hire to help build out our workspace?
I am building out a new workspace for some large marketing intergration projects. I am way over my head with smartsheets, but I have used it to complete amazing M&A sheets. I want to start intetegrating smartsheets into the operating side instead of just the due diligience side of the business.
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Project Plan with several Tasks in one Line
Hallo! Currently, we have an Excel sheet, which I would like to transfer in Smartsheet. However I cannot find a way to do so, so hopefully someone can help me. As seen in the picture, every row is an own project and every column (except the first with the name of the project) is a certain day, like a Gantt. So on every…
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Smartsheet Referral Program
Hi, Wanted to check if smartsheet has any referral program (where existing user introduces new users) ? If yes, how does the same work ? Have tried checking the app but unfortunately couldnt find any such information pertaining to referrals there. However there is a Smartsheet Referral Agreement available on web thus not…
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Stacked Chart
Hi All! I am trying to move a document from excel into SmartSheet and I was wondering if anyone knew if I could recreate this data into a dashboard chart? It is not currently set up as a chart in excel, it is a tedious exercise of lengthening and creating new shapes to designate the progress. I have tried a couple…
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Preserving drop down list on import
Is it possible to preserve the dropdown choices when importing an excel document?
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SUM of consecutive cells until blank cell is reached in the column
Hi, i am trying to SUM any given number of consecutive cells in column A and need it to stop once a black cell is reached. For instance The SUM will be column A, row 2 to 6 (7 is blank) and I am wanting the SUM to display in column B row 1. This will repeat throughout the sheet, but the SUM result will always be column B…
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Vlookup or Index with Match?
Trying to get data from one sheet to another by matching on Deal ID to the Requests sheet from the Salesforce sheet Could someone please help me for the formula for this? this would be an import from salesforce that I would have to do manually weekly, so I could rename the imported file and use same column names each time.…
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Streamlining sheets
We have a sales staff that is utilizing multiple sheets, for potentially the same client. I want to rundown the "standard" process to see if anyone can help streamline this. Sales speaks to customer, and enters into SmartSheet, almost as if utilizing like a CRM. This sheet will store details like Name, date contacted,…