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The Best New Feature In SmartSuite Dashboards

Automation Helpers

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The Best New Feature In SmartSuite Dashboards

1 216 просмотров · 1 год назад
Automation Helpers
38,5 тыс. подписчиков
1 216 просмотров · 1 год назад
SmartSuite unleashed a ton of updates for its interactive dashboards - the one that has been making the biggest difference in our client builds is the ability to chain record selectors together. Imagine being able to have Accounts - Projects - Invoices, or Opportunities - Contacts - Accounts, or Campaigns - Assets - Versions, with each level filtered dependent on the previous one. This has the ability to save your team a lot of clicks so that you can create a complex process on a single screen, as opposed to clicking around between several grid and record views. ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ 🎯 Want your own automation system, or have a project in mind? Book a FREE 30 minute consultation call, let our experts help you! 👉 https://leeman.io/ioyBrDF ➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖➖ Get started with SmartSuite for FREE today: 👉 https://partners.smartsuite.com/autoh... Enjoying the videos so far? 📮 Subscribe to our channel so you don't miss out on any future video! Leverage the power of automations to help your business grow! https://a2m8.help/yt-subscribe ⏰ Timestamps: 00:00 Intro 01:37 Create dashboard + account selector 02:24 Add project selector 03:36 How chaining works ) 04:06 Show invoices 05:25 Switch to invoice selector 06:22 View invoice details 07:11 Final workflow demo