Shared Customer Contact Log & Form
Track customer engagement with this simple call log and always have the most current information at your fingertips. Group rows by customer, or create separate sheets for each customer.
Template design and key features
Flag hot leads & important communication
Set the date of contact using the date picker
Enter contact comments in the Primary Column (used for Smartsheet automated emails)
Add the company in this dropdown — edit dropdown values in Column Properties
Add the company contact in this dropdown — edit dropdown values in Column Properties
Add their department in this dropdown — edit dropdown values in Column Properties
Add the next action in this dropdown — edit dropdown values in Column Properties
Pick the person logging the contact from your Smartsheet contacts
Store quotes, POs, & other files
Alerts & Reminders
Set alerts for follow-up & sheet changes
Log customer details, emails, & notes
Enable Gantt view to see a timeline
View & edit contacts in a calendar
Organize rows into collapsible sections
Collaborate in real-time with your team
Request updates on contact follow up
Collect contacts from your website
View & update your contact log on the go
Using the Web Form to collect customer outreach
Using Web Forms
Create a Web Form
Click the Web Forms tab to create a web form to collect customer outreach comments directly from your website or intranet. Do not include the Hot column in the web form — this is for internal use.
Customize your Web Form
Drag & drop to add new fields. You can customize the confirmation message, and edit the form colors and logo. You can also set an alert to notify you when a you when a new comment is submitted.
Collect contact comments
New comments appear at the bottom of the sheet.
Sharing with different access levels
Sharing Your Sheet
Share your contact log with your team
Select the Sharing tab to share with your collaborators. Add collaborator email addresses and select a permission level.
- Viewer: can view and export the sheet, but can't make changes
- Editor: can edit information in cells, add attachments, set alerts, & create discussions
- Admin: can add collaborators, edit columns, & change dependency settings
Share multiple sheets in a Workspace
Create a Workspace to share multiple sheets with the same group of people, with consistent sharing permissions on all items in the workspace.
Prevent edits with locked rows & columns
Lock any column or non-blank row to prevent others from changing or deleting key information. Only sheet Owners or Admins can lock, unlock, & edit locked columns & rows.
Collaborating on the customer contact log with your team
Collaborating on Sheets
Collaborate in real-time
Work simultaneously with everyone shared to the sheet. To help you see changes, Smartsheet will notify you when multiple collaborators are working on the sheet.
Highlight everyone's changes
Select the Highlight Changes button to see all recent changes since the last time you viewed the sheet - or within the day, week, month, or a specific date range.
Get a revision history on any cell
Right click on a cell and select View History to see previous values, who made each change, and when.
Format content automatically
Call attention to key information by setting Conditional Formatting rules to automatically format cells based on the values they contain, such as Hot.
Getting updates on follow up from your team
Alerts & Reminders
To set an email reminder on any outreach comment in your sheet, select Set Reminder from the row menu. Choose the Alerts tab to trigger Reminders for the whole sheet, or to notify yourself & others of changes to the sheet.
Get automatic updates from your team
Send an update request, a special email designed to allow anyone to update rows on your sheet. Select one or more rows, then use the row menu to send a one-time or recurring request for regular updates.
Connecting with your apps
Smartsheet and Google Apps
Work with your team to manage customer interactions in Smartsheet and then export to MailChimp to update employees and customers. Update only a few selected contacts, or an entire sheet. Built by Smartsheet Labs.
Attach your Dropbox files directly to customer interactions in Smartsheet. Edited documents update automatically in the Smartsheet attachment, so your files are always current.
Connect Smartsheet and Google Calendar to gain a complete view of all your customer engagements and key follow-up dates. Overlay your Google Calendar on to your log in Smartsheet, or publish key dates from your sheet to Google.
How to Set Up a Sheet
Columns in Smartsheet