BillyBossier · FAOIV · ✭✭✭✭

Overview

Overview

Roles	Member
Badges	8

About Me

About Me

Title	FAOIV
Area of Expertise	Education-Financial Aid
About Me	Financial aid professional
How I Use Smartsheet	beginner creating project flows

Analytics

20

Posts

43

Visits

201

Points

Jul 6, 2023

Join Date

Jan 14, 2025

Last Active

Reactions

• Vote Up 6

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• Activity
• Discussions11
• Comments9

• Salesforce Integration What does it actually do?

  BillyBossier

  07/10/24
  Hi All, I'm often surprised by how difficult it is to figure out what integrations actually do with the Salesforce. I was intending to make a case for the integration to our leads but I can't find a …
  1 ·

• Docusign Integration - better status column

  BillyBossier

  06/14/24
  The Docusign status column is woefully inadequate if there are multiple signers. We need to add statuses for signer 1 signed, sent signer 2 etc. Currently as its set up the only way the status column…
  5 ·