Managing Your Network on SmartSuite- Build Relationships & Touch Contacts

This showcase explains how to effectively manage your network in SmartSuite.

‍

‍

This Video's Chapters:

0:00- Intro to Showcase

0:34- Where to Find Showcase Templates?

0:46- Network Manager Overview

3:30- Searching & Reporting through Network Components

4:47- Formula to Stay on Top of Contacts

5:10- Overdue for Catchup View

5:40- Why is SmartSuite Great for Network Managing?

6:11-Showcase Outro


Video Details: 
‍

Introduction and Overview

• Using Smart Suite to manage incoming project requests
• Setting up new Smart Suite projects and processes

Finding Showcase Templates

• Accessing showcase templates in the workspace homepage
• Downloading templates for specific showcases

Buildout Goals & Overview

• Understanding the goals of the project buildout
• Valid business reasons for applying Smart Suite
• Checking company policies
• Managing access levels
• Testing the solution before release

Internal Request Form

• Using the internal custom requests app
• Sharing the request form with team members
• Submitting a new project request
• Including attachments with the request

Requesting More Information Email Automation

• Adding information to the request using the smart doc field
• Requesting further information from the submitter
• Changing the status to "Needs Further Information"
• Automation to send an email back to the submitter

Automation to Create Project & Tasks

• Approving the project request
• Changing the status to "Approve"
• Automation to create the project
• Viewing the created project record
• Tasks created for implementing the project

Permissions

• Controlling permission levels at the solution, app, and field levels
• Setting access restrictions for different team members

Testing and Production Readiness

• Testing the automations and permissions
• Changing the status to "Production Ready"
• Notifying the team about the readiness of the solution
• Using the solution guide to document project usage

Recap

• Different sets of tasks for different project types
• Importance of structure and compliance
• Organizing new project requests in Smart Suite