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We currently use smartsheet for our sales pipeline. I love it. As our prospects move through our sales cycle, we simply move them down the list. I use the formulas to track all of our conversion rates and apply to project types and marketuing sources. I find this reporting and linking feature invaluable. We use the…
I imported an excel spreadsheet that has a column of names. The column was imported as text. I changed the column property to Contact list. As I add people to my account contacts, the rest of the cells in that column with the same name are not sync'ing (?). Smartsheet wants me to add another contact entry. Is there a way…
I have entered a name into my contact list incorrectly. I can't find a way to edit the name and it won't let me add a new entry using the same e-mail address. Any suggestions?
I just started using smartsheets for out development firm. we have hundreds of new consturction homes that we keep seperate data sheets on everything from bidding, to actual cost, to scheduling. I would like to be able to pull the data out of each sheet and generate a report that details how much I pay for each style of…
New user here. I have a group of 4 project managers. I'd like to have a group of contacts that they can access for resource assignment. They tend to have many of the same resources on their projects and I'd like to avoid each of them having to enter in the same contacts - this creates issues with getting names and email…
Can someone guide me to export my Smart Sheet contacts to mail chimp for a campaign? Thank you. Ben
I use the gantt charts and calendars to make sure my contractors are not in two places at once. Is there a way to color code each contractor so when I assign a task, it automatically shows in gantt and calendar view as the color assigned to them? I seem to have to do it to each individual task. Then the color coding doesnt…
How do I get SS to send a notification to a contact whose name has just been selected from the list and entered in a webform? Like, when column [supervisor] is set with a particular name, please notify [selected supervisor] of this change.
I'd like to be able to send rows to people that are not users in our SmartSheet account, but fill out a form that populates rows in our sheet. Is there a way to remove the Log In button in the header of the "Quick Update" email that goes out when you "send row"? I like the logo that is left justified in the header, but…
