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What is the "Guest" user role in SmartSuite

One of the most underrated features of SmartSuite is the guest user. So many different CRM and no-code tools don’t allow you to share limited access inside your database for free, but in SmartSuite, we can! See how you can save time and improve efficiency with this unique feature! 

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How to Use "Teams" in SmartSuite

Have you tried assigning permissions based on teams instead of permitting individual users? No longer do you need to spend tedious time to set new team members into every data set they need access to? Check out how to just add a person to a team and grant them instant access! 

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How to capture multiple SmartSuite datasets in the same form

our clients submit project requests through an application process, all the information you need to keep can be overwhelming. Don’t feel like you must keep that information in one place if it’s not helping you! Thanks to tools like SmartSuite and Fillout, you can automate information...

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How Non-Profits can easily track Donations in SmartSuite

Very frequently at GAP Consulting, we get requests from Non-profit organizations asking how they can easily track donations with no code. So if you’ve ever wondered how to build a tracking system inside of SmartSuite, then look no further. Even if you don’t work in a non-profit,...

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Use a Ply automation to capture email and create a task in SmartSuite

Looking to streamline your task management process and automate your workflow? If you haven’t heard of Ply, yet then you need to watch this video and see how well it compliments SmartSuite. Discover the unique features of Ply when combined with SmartSuite to automate task management...

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How to work with Time in SmartSuite Formulas

Are you having difficulty tracking hours for specific projects inside of SmartSuite? It may be time to dive into formulas to help you convert those times into manageable figures. Whether you're a newbie or a seasoned pro, this video will equip you with the essential formula writing skills to...

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