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Sales Pipeline Sheet information links to Project management sheet upon status change
Our company tracks sales opportunities and basic project management using Google Sheets. We would like to move this function to Smartsheets. Our basic process: (We design, fabricate and install elevator interiors) A new sales opportunity is logged into a googel sheet and given a status of "Bidding". We also input several…
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Contact list
Hi, Our sales representatives use the form below to report their customer activities: https://app.smartsheet.com/b/publish?EQBCT=7661b84339764a62ad8a0e6f8d803770 I need to make a contact list connected to all the sales representatives sheets so we can get a complete contact list with all sales activities. Does anyone now a…
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Web form question
Does anyone know if the web form functionality will incorporate a slide bar rating scale? This exists in Surveymonkey and my Marketing team still uses Surveymonkey regularly because of this feature vs SmartSheet web forms. thanks!
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Running Multiple Projects on SS
Hey SS Community, I am involved with a company that currently has no central data base overviewing all projects. I want to put a system in place where the PMs can manage their own projects. Also a system where the sales, quoting and other teams can oversee how the projects unfold throughout the project life cycle. I…
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Add plans / tiers
Smartsheet, could you please add a plan in between "Basic" and "Team" or at least give users the option to purchase individual sheets? The plans offer either too little or too much. I understand a lot more comes with Team, but all I need is more sheets...not branding, etc. Thanks!
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Help: Using =IF and Replace
Hello All, I need help making a formula that will replace a cell with Static Information with a pre-assigned phrase when the information present in a row's range (IE [Room Assignment]22:[Room Assignment]50) matches cell's information. I'm lost on how to make this happen, and hope the solution is simple. I have a limited…
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Using AND and ISBLANK in nested IF statement
I am responsible for tracking my companies incoming inquires and quotes. Did we get back to everyone, quote them, did they accept or decline the quote?, etc. As part of that I sweated out the following formula, =IF(ISBLANK([Follow Up Date]98), IF((TODAY() - Created98) - 2 > 0, IF(OR([Quote Accepted]98, [Quote Rejected]98,…
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When will the API get some attention?
I'm using the smartsheet library, and it works pretty well, except that checkboxes always return None, no matter the value. I submitted a bug to the repo on github, and linked it to some other folks that noted the same problem on StackOverflow. For the tool I'm trying to build, I really need that feature to work, or at…
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New Client Sheet Generator?
Hello, I have a Web Form which Account Managers complete when a new client is to be added to a 3rd party tool. This data transfers to a smartsheet where an email is sent to our 3rd party tool notifying them there is a new client. This data contains the client name, address, phone, email, and POC. At this point, I am…
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Result look up
Hi, I am a beginer at using Smartsheet however have been successful to date in creating a workable module for my sales team, however, within one of my module sheets I have a list sales attributed to sales staff which uses a Decision drop down list "yes" symbol indicating a sale has been completed. My question is, how can I…
