Sales
Discussion List
- As the topic states, it would be great if we could simply attach our generated documents to an e-mail with a quick message OR remove everything except for the custom message and the link. ------------…
- I am building a workspace with 3 separate levels: Master Overview Dashboard, 3+ team dashboards, & 5+ representative dashboards per team. I want the individual representative to be able to input data …
- 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 …
- I am looking at making our internal quote system entirely through smartsheet. Is there a way in which i can expand a row in order to make relatively complex quoting system which almost acts as a mini …
- Hi everyone, First time poster! I am looking to create a basic sales pipeline and reporting solution. The basic template is lacking 2 key things and i am trying to workout a simple way to add them wit…
- can there be a requirement for community participants advertising for the services they sell to have a user tag or disclaimer? In addition it would be very beneficial to restrict advertising in the fe…
- Hi Does anyone know how to lodge a complaint concern poor customer/support service? This is what I am getting from SS support. The Smartsheet website is the only website that cannot be accessed from m…
- Hi, I believe I'm needing help with the syntax for the SUMIFS formula. See the below photo with example data: I am wanting to total the revenue generated for each department (category) and sub departm…
- I have the date of implementation of the project and I need to dynamically add the columns based on the date. Like for example if I had a 1-2-2024 as my date. It must give ,me 12 months for that date …
- 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…