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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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AIA Forms
We use an AIA form process for the pay applications in our industry. I am wondering if anyone else has been able to implement an AIA form in a sheet?
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Creation of a Sales Order form with links to costing in another sheet
I routinely need to build quotes for clients, and there are a couple of issues: 1. Costs related to level of buy-in 2. There are parts families (not all parts are compatible) It would be great to be able to build a quote through drop down of part and price for the proper rate. Thanks, Ken
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Active Reports
Has anyone out there been able to achieve this? What I would call an Active Report is as follows. A visually formatted report page that is interactive with a master sheet. The report sheet would be formatted to display a ascetically pleasing presentation of data select from the master sheet by selecting a row. This could…
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Creating and attaching PDF's on Android to form
What app's are mobile smartsheet users using to create multipage PDF files to attach to a smartsheet form? We are trying to utilize a webform for our sales team to upload a paper executed contract as an attachment using their android smartphone. We would also like to utilize a smartsheet partner for seamless file upload…
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Help Wanted
I need somebody that has a good qorking knowledge of Smartsheet and can create a few event sheets for me. thanks.
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Tip for Day to get the team to play.
One of the things that we have done as of late to speed the ability to work in the sheet and for people to move about in the sheet is hyperlink your sub sheets to your master sheet. The Hyperlink creates a fast way to go to anothe sheet without closing the main sheet. If you have you settings correct you can have a new tab…
