How to Filter Your Records by Specific Fields Easily Create, Customize, and Maintain a Customer Database in Smartsheet How to Create a Customer Database in Microsoft Excel Creating a customer database in Microsoft Excel is fairly straightforward when you use a template. Gather the data you wa...
How to Create a Weekly Schedule in Excel Download a Schedule Template for Excel 1. Prepare the Document 2. Enter the Date and Time Ranges 3. Add Scheduled Events How to Customize Your Weekly Schedule How to Color Code a Schedule in Excel How to Add Thicker Borders to Events Bui...
A business process is a set of activities that allows an organization to achieve its strategic goals and objectives. Workflow diagrams are used to map the business processes that an organization needs tooperatenormally. With this workflow analysis information, they can create process improvement strateg...
Just as a project has a charter to define its scope, so too must your team have a charter to put their work in context. Teams need to know the who, what, why, when and how of the project, and a team charter is the perfect way to feed them that information. Once you get buy-...
SmartSheet: Marketing Brief Template Here’s another marketing brief template example from SmartSheet: This one is a bit more in-depth and captures additional details. For example, it can be helpful to name your competitors and keep them in mind when developing your campaign. Knowing how competiti...
How to Create Your Client Intake Form (in 6 Simple Steps) Creating a client intake form can be overwhelming, but you can lessen the burden when you keep the following tips in mind. Step 1: Choose Between Printable and Online Forms
You won't be able to create new Smartsheet files If you cancel a plan type that is no longer available for purchase from Smartsheet—a Team or Advanced plan, for example—you can't re-purchase that plan type later. Canceled accounts don’t qualify for pro-rated refunds. The Smartsheet Us...
Create many different types of logos, so you can reflect on all your options and settle on the one that best aligns with your brand personality and purpose. Other Visual Elements When you create your website, you’ll need to link its design to your logo to create a cohesive brand ...
Here are five simple steps that’ll help you better understand how to create a case study that champions your customer and clearly showcases the real-world value of your products or services. 1. Introduce the customer Set the stage for your case study with an introduction. Briefly explain who...
Marketing aims to build a sales funnel or generate direct sales to boost gross revenue. To create an effective marketing budget, you must determine short-term and long-term marketing goals and set key performance indicators (KPIs) as part of your marketing strategy’s big picture. These are ...