Sales
Discussion List
- Good day! I'm working on this new KPI report for leads added last week, and I'm using this formula: =(COUNTIF({Aldo Aguilar - Pipeline Range 1}, "2 - Upselling", "4 - Lead Generation", COUNTIF({Aldo A…
- Hi everyone! We currently use Salesforce, Quip & Smartsheet however, we have not yet added the integration to sync them. Can anyone tell me what the huge advantage is to justify the price of the integ…
- Is it possible to generate one document from multiple rows? Best example I can think of would be an itemized order with multiple items in the order - how can you list all order items from that parent …
- The new December 2018 look prevents easy navigation and inhibits work-flow. This is not a positive update. I see numerous posts expressing the same opinion. Please bring the tabs back or make them an …
- Hello All, We've been hunting high and low for a good task mgmt system for weeks, and Smartsheet is looking very promising. However, there doesn't seem to be any primary or foreign key type functions.…
- ...to get my "Account Executive - Expansion" to STOP emailing me?!?!?! I have repeatedly asked this guy to stop with his sales pitches. He has never answered a single email from me when I request spec…
- I have two columns of data showing prices, say $1,100 in one and $2,200 in another. I want to display this as a range in a report as "Your price is $1,100 - $2,200". I used this formula: "$" + $[Repor…
- Good Afternoon, I have a report which collates all monthly figures from each Months Tab, and links them into a Detailed Yearly Report for my figures. This is starting from 2018, but ive got down to Ma…
- Good day all I'm a newbie on the community. I'm trying to deal with a scenario which I thought was very common and assumed Smartsheet would have an easy way to deal with. The scenario is: we have a ve…
- Hi all, I am pretty new to Smartsheet and will need your help to build a dashboard. What is the best practice to create one? GRID I have multiple salespeople in my team, each of them have their own gr…