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How to Write Formulas in SmartSuite

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Jan 1, 2025
16:17

Discover the power of SmartSuite's formula tool in this step-by-step guide designed for marketers keen on taking their SmartSuite solutions to the next level. From the simple to the advanced formulas, you'll understand how they can save you time and effort. Whether you're a beginner or an advanced user, this video is your blueprint to mastering SmartSuite formulas. ๐Ÿ‘‡ _________________________________________ Learn more at these links: ๐Ÿ”— ๐Ÿ‘‡ Learn the basics of Automation! https://www.gapconsulting.io/webinar-registration Sign up for SmartSuite today! https://partners.smartsuite.com/8ust3byf6ihl Getting Stuck? See how we can help!https://gapconsulting.io _________________________________________ Table of Contents: ๐Ÿ“– ๐Ÿ‘‡ 00:00 - What this video covers 01:29 - Reviewing the sales CRM template 04:16 - What is a formula field 05:30 - Using the advanced editor 06:30 - Breaking down the syntax 07:46 - Using dot notation with field types 09:37 - Looking at sum results 10:05 - Building an advanced SUMIF formula 13:13 - Pulling up different help articles 13:55 - Looking at total closed deals 15:21 - Key formula takeaways 16:02 - How to Get More Help! _________________________________________ Software Resources (may contain affiliate links): ๐Ÿ’ป ๐Ÿ‘‡ SmartSuite - https://partners.smartsuite.com/8ust3byf6ihl _________________________________________ #nocode #GarethPronovost #smartsuite

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How to Write Formulas in SmartSuite | NatokHD