Sales
Discussion List
- Evening, Hope you're all well. I’m hitting a brick wall inserting a formula into a tracker for my sales teams commission structure which is being redone. It’s a tiered system whereby the salesperson w…
- Hello All: I'm working on a sales projections sheet and looking to create and easy to notice symbol, on target, below target, and off-target. What is the formula to be able to easily create this? Than…
- How to use COUNTIFS with HAS and match 2 Columns while counting multiple selections in multi select dropdown ? Solving for: How many "Devon's Corner" Leads do we have by Location Type - "Bar" or "Brew…
- Hello, I would like to have a formula in place that automatically selects a day of week based on the date we paste in the "Bid Date" Column. When 3/26/18 is loaded into [Bid Date] Column it produces "…
- I just noticed that all of my sheets are now auto saving. When did this start? Not sure if this is a good thing or bad thing.
- Hi all, I have three columns which have the same drop down options: requested, received and pending. I would like the "pending" column to have all options from the "requested" column except for what's…
- Hi, I got 5 sales reps that all log their new customer in rows on a master sheet. Each row has an assign to column for each sales rep. How could I share this sheet to each one of the sales rep so that…
- Hi everyone, TL;DR : When will we be able to have dynamic dropdown for a column / field in a form? Is there a workaround? I can't think of a single project where this CAN'T be used... I'm using Smarts…
- We have a sheet where all our RFQ's are entered. I have created an automation where as soon as the Status of the RFQ is changed to Sent it automatically copies the sheet to a Quote Register /Pipeline.…
- I wish, I wish upon a sheet that these will someday be a reality...if some of these are already posted, I apologize... Product team - most, if not all, of these were sent to Scott Willeke verbally or …
