Sheets are a lightweight, spreadsheet-like application that enables users to interact with CRM data in a fraction of the time it normally takes to do so directly in the CRM.
With Sheets, you can easily view and update CRM data, share Sheets, collaborate with colleagues, and much more!
Do Sheets work on CRMs other than Salesforce?
Currently, Sheets only work for Salesforce users with API access. If you do not have API access, please check with your Salesforce Admin or IT team for support.
What makes Sheets useful?
Here are a few ways to use Sheets:
Pipeline Hygiene
Create and update accounts, contacts, events, leads, opportunities, notes, and more. Make updates in bulk, automatically syncing to Salesforce, saving you hours of manual data entry that can instead be spent selling.
Local filters, sorts, and groups
Users can temporarily edit filters, sorts, and groups on sheets they don’t own without affecting the core sheet. This applies to users who have sheets assigned to and shared with them. These changes only apply per session, so if a user opens the Sheet in a new tab or refreshes the page, filters, sorts, and groups will revert to what is in the core sheet assigned to them.
Quick filters
Quick filters provide a shortcut method of quickly filtering on a specific value in a sheet. They’re quicker than the filter dialog and are also easily dismissible from the top toolbar. Multiple quick filters may be applied at one time. Like local filters, sorts, and groups, quick filters are not saved across sessions, so when opening a Sheet in a new tab or refreshing, it will revert.
Custom Sheets
Sort and filter your sheets however you'd like to get a customized view of your records. Revenue leaders can stay current on every account and opportunity, giving them complete visibility into what’s happening in the field.
Commenting
Comment on records to reference later or tag your teammates (@name) for asynchronous collaboration.
Share With Coworkers!
Share your Sheets with coworkers! With easy commenting and sharing, you can experience visibility and collaboration like never before.
Who Uses Sheets?
Account Executives who want to save time and focus on driving revenue.
BDRs & SDRs who want to prospect and qualify leads quickly and efficiently.
Customer Success Teams who want to easily manage and view customer records in one place.
Customer Support Teams looking for an easy way to streamline customer data.
Marketing Teams seeking to collaborate closely with sales teams to drive strategic business opportunities.
Sales Engineers who work closely with sales executives to close deals.
Have more questions about Sheets? Reach out on Intercom using our app.