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Importing Outlook Contacts
I am tryiing to import contacts from Outlook via a .csv file but only 5 of the contacts are importing. Any suggestions? Thanks, Bob
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Approval process automation
I'd like to create a workflow which will collect data from a webform (can I edit the look & feel of the web form UI?) and have that data forwarded to several people for approval without the need to go to echosign. The webform is the easy part (thank you Smartsheet), but the rest of the approval confirmation on the sheet…
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Adding Pictures
Can you add pictures into the discussion section without making it an attachment?
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What is the best way to associate prospect contact information and sales tasks to a smartsheet sale
We currently use smartsheet for our sales pipeline. I love it. As our prospects move through our sales cycle, we simply move them down the list. I use the formulas to track all of our conversion rates and apply to project types and marketuing sources. I find this reporting and linking feature invaluable. We use the…
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Imported Contacts not 'syncing'
I imported an excel spreadsheet that has a column of names. The column was imported as text. I changed the column property to Contact list. As I add people to my account contacts, the rest of the cells in that column with the same name are not sync'ing (?). Smartsheet wants me to add another contact entry. Is there a way…
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How do you change/edit a name in your contact list?
I have entered a name into my contact list incorrectly. I can't find a way to edit the name and it won't let me add a new entry using the same e-mail address. Any suggestions?
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cost and efficiency trend calculator
I just started using smartsheets for out development firm. we have hundreds of new consturction homes that we keep seperate data sheets on everything from bidding, to actual cost, to scheduling. I would like to be able to pull the data out of each sheet and generate a report that details how much I pay for each style of…
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Shared Contacts?
New user here. I have a group of 4 project managers. I'd like to have a group of contacts that they can access for resource assignment. They tend to have many of the same resources on their projects and I'd like to avoid each of them having to enter in the same contacts - this creates issues with getting names and email…
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Export contacts to Mail Chimp or Google
Can someone guide me to export my Smart Sheet contacts to mail chimp for a campaign? Thank you. Ben
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Assigning Colors to Contacts
I use the gantt charts and calendars to make sure my contractors are not in two places at once. Is there a way to color code each contractor so when I assign a task, it automatically shows in gantt and calendar view as the color assigned to them? I seem to have to do it to each individual task. Then the color coding doesnt…
