Sales

Discussion List

  • How do I track incoming emails in a Smartsheet?
    In Using Smartsheet
    We are getting slammed with inquiries to our [email protected] gmail address. I think there's a way to send all those emails to a Smartsheet so I can assign, triage, and track our responses.
    Answered - Pending Review
    207 3
    Answered - Pending Review 207 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Index/Match? Not sure best function for my needs
    In Formulas and Functions
    Hello, I have a very extensive sales tracker that I use to log charges and calculate the sales rep's commissions based on those charges. The commission percentages change depending on a variety of scenarios, so I created four columns with …
    Answered - Pending Review
    32 2
    Answered - Pending Review 32 views 2 comments Most recent by Annie Dunn Formulas and Functions
  • Track time an item was open (active)
    In Using Smartsheet
    I have a date stamp column already in the SmartSheet. When a new row is added, a date and time are assigned. What would be the best method of tracking and reporting the time duration between when the row was added and when it was closed ? …
    212 16
    212 views 16 comments Most recent by Paul Newcome Using Smartsheet
  • Using forms to Establish a Parent/Child Row Relationship
    In Using Smartsheet
    Hi, I'm trying to build out a sales pricing sheet that can be used by our sales team to enter a customers information and then the products that they'd like to purchase (with various different options). I'd want the interface for the sales…
    Answered - Pending Review
    741 1
    Answered - Pending Review 741 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Dashboard reading data from same sell
    In Using Smartsheet
    I want to be able to display the data from the same cell in a sheet within the dashboard The sheet is updated using forms which put new data on the top row, but the value of the cell I had selected in the top row (now the second row) rema…
    42 4
    42 views 4 comments Most recent by Andrée Starå Using Smartsheet
  • Re: Task Alerts
    In Archived 2017 Posts
    I am wanting to use smartsheet alerts to email me each day with tasks that are due and not completed. However they don't always come through each day despite it having the right set up To do this I use a form to add new tasks and then inc…
    124 6
    Closed 124 views 6 comments Most recent by FEspo Archived 2017 Posts
  • Sheet count
    In Using Smartsheet
    I have an individual account which allows me 10 sheets. If I decided to delete a sheet after use will that restore 1 back to my remaining sheets???
    74 1
    74 views 1 comment Most recent by Andrée Starå Using Smartsheet
  • Calendar View & Booking
    In Using Smartsheet
    Hi - our company is looking to hire out a hospitality box in London for a 12-month period that hosts events all year round. We would like internal employees to be able to view the event calendar and to book slots for a specific date where …
    296 1
    296 views 1 comment Most recent by Alejandra Using Smartsheet
  • Resubscribe user to Automated Workflow
    In Using Smartsheet
    Hi   This has been asked in a different way a couple of times. My user accidently unsubscribed to received email notifications. All the community posts say rebuilt the workflow - however, when I try to do that it gives me the following e…
    244 3
    244 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Return Most Recent Date and Other Column Value or Only Flow Most Recent Entry into Sheet per Account
    In Formulas and Functions
    I need to be able to return the most recent value for the Created Date column and the corresponding Discussed column text. Currently, I am using an IF, COUNT, MAX, CHILDREN formula that I found on the community to return a MAX date within…
    762 1
    762 views 1 comment Most recent by Paul Newcome Formulas and Functions