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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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Moving Uploads from a Sheet to Google Drive
We would really need a feature that allows us to move uploaded files from Smartsheet to Google Drive and have a link to this file in Smartsheet instead. If Smartsheet is not offering such a functionality might it be possible to find a thirdparty app that offers this? Any idea would be appreciated.
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Mobile App for entering data into SmartSheets...
hi. Is there any mobile app which acts as WebForm for filling up smartsheets? i m looking for a solution in which my team members can enter data from their mobile app - which goes into smartsheet... just like Webform - but without going to that URL of webform... We are trying to track our Sales Leads - by asking sales team…
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Graphic for pipeline
Hi, I am an architect and I NEED to see all the data graphically. I am looking for samples of project pipeline graphics produced using Smartsheet. Please, post them here or send me a link. Thanks! ileana
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Google Sheets Text Indent
When exporting a smartsheet to google sheets, the indent formatting doesn't pass over to the google sheet. All rows that are indented become outdented (left justified). The workaround is to manually edit the google sheet by entering spaces on the lines that were not indented. Does smartsheet have a script or solution to…
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"Edit Rows in Smartsheet" button not appearing in Gmail
I have followed the instructions below, but the button is not appearing in Gmail and it still only has the button to login to Smartsheet. Is there another step or setting I need to know about? How to get it: * Make sure that all Smartsheet accounts are set up under the users' Google Apps email addresses (users…
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Outlook app
I'm trying to use the Outook app but am running into a few issues: * 1. It won't work on desktop versions of Outlook, right? * 2. I can't seem to be able to edit the "due date" * 3. Do you have to assign to the person's email address? Thanks in advance for any help!
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Web Forms and Dropbox
Can I save a web form to a Shared Dropbox folder so my client has access to it. They always lose the link and ask me to resent it. How can I prevent this from happening
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Smarsheet as a payslip app.
Is it possible? I need to automate my timesheet into a payslip afterwards. Tell me how can I do that? Thanks.
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Smartsheet Google Docs Merge
I have created my merge into google docs and I am trying to get multiple rows to appear on the same document. Only the first row selected is showing up. Any ideas on how to make additional lines show up from the merge?
