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Tracking stage changes in a sales pipeline
I am looking at Smartsheet for a potential CRM application. The primary use cases are Manage Contacts and Track Opportunities. In the latter use case, a user has asked to report on durations between opportunity stage changes. Has anyone figured out a way to do this automatically? I know that I can use View History on a…
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Smartsheet error when opening a specific report
I am trying to open a specific report one of my teammates built that allows me to pull data from multiple Smartsheets. When I open the report, I get an error that the Smartsheet. com team has been notified. I checked in with my teammate that built the report and she said it is working fine on her end. Thanks for any help…
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Long Text from Web Form
I would like to save a long detailed text note from a webform into the discussion section of my Smartsheet and only the 1st 60 characters of that in a field called Title, using Smart sheet as an incident logging application
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Update requests for outside users
I have a database of clients that i curently run on a traditional database platform. I have been thinking of mooving completely to smartsheet but one thing has been holding me back... i want to be able to send update requests directly to my clinets regarding information that only partains to them, without having to share…