Скачать с ютуб Application of New SmartSuite Features - July в хорошем качестве

Application of New SmartSuite Features - July

Join Emma, a Customer Onboarding Specialist, and Jeff Gonzalez, an account strategist, from SmartSuite as they delve into advanced features and real-world applications of the SmartSuite platform. In this comprehensive session, they discuss strategies for customer onboarding, demonstrate the use of automations, document designer updates, the creation of pivot tables, heat maps, and more. Learn how to enhance your workflows with new form updates, set up the communication center, and effectively use the help text feature. 00:00 Introduction and Welcome 00:38 Overview of Today's Topics 00:59 Automations and Document Designer Updates 02:14 Account and Sales Order Use Case 05:54 Creating Comments via Automation 10:08 Merge Records Automation Action 17:37 PDF Creation and Attachment 23:14 Shared Dashboards and New Widgets 30:22 Forms and Workflow Enhancements 33:45 Creating a Sales Form in SmartSuite 35:10 Embedding SOPs and Widgets 36:31 Enhancing Forms with New Features 36:52 Understanding PivotTables and Field Types 44:44 Connecting and Managing Emails 50:24 Utilizing Help Text and Solution Guides 53:27 Q&A and Upcoming Features