Question

Joy is the director of a sales team that manages their pipeline in Smartsheet. Every time an opportunity status is marked as "Closed Lost," reps should provide detail in a column called "Reason Won/Lost". What is an automated way for Joy to ask reps to fill out the "Reason Won/Lost" column if they do not initially do so?

a. Set up an automated approval request any time "Reason Won/Lost" column is left blank.
b. Create a conditional formatting rule that sends a request when a task is marked as "Closed Lost".
c. Automate the workflow via a formula.
d. Set up a workflow that sends an automated update request when status changes to "Closed Lost" and the "Reason Won/Lost" column is blank.

Answer 1

The correct option is (d), setting up a workflow that initiates an automated update request when the sales status changes to "Closed Lost" and the "Reason Won/Lost" column is blank, ensuring data completion in Smartsheet.

Step-by-step explanation:

The automated way for Joy, the director of a sales team, to ask reps to fill out the "Reason Won/Lost" column in Smartsheet when an opportunity status is marked as "Closed Lost" is d. Set up a workflow that sends an automated update request when status changes to "Closed Lost" and the "Reason Won/Lost" column is blank. This option allows Joy to create a trigger within Smartsheet based on specific conditions being met. When a sales rep changes the status of an opportunity to "Closed Lost" without providing details in the "Reason Won/Lost" column, Smartsheet automatically sends an update request to that rep requesting them to fill in the necessary information. This ensures that no data is left unrecorded and helps in maintaining the accuracy and completeness of the sales pipeline data.