Jeff Gonzalez

Sr. Account Executive

Jeff Gonzalez is a Senior Account Executive at SmartSuite, where he engages with mid to large-sized prospects and customers. Jeff joined SmartSuite in 2023 after a successful tenure at Airtable, where he earned numerous awards as their top mid-market expansion salesperson.

All articles by Jeff Gonzalez

Rapidly Produce Invoices with Document Designer

Jeff Gonzalez
Jeff Gonzalez
8 minutes

How to Separate the Details of a Record In A Dashboard

Jeff Gonzalez
Jeff Gonzalez
7 minutes

Organize Sales Processes in One Dashboard

Jeff Gonzalez
Jeff Gonzalez
7 minutes

How to Optimize Linked Records in a Form

Jeff Gonzalez
Jeff Gonzalez
8 minutes

Filter, Select & Obtain Record Details Easily in Dashboards

Jeff Gonzalez
Jeff Gonzalez
7 minutes

How to Auto-adjust a Project Timeline Based on Task Records

Jeff Gonzalez
Jeff Gonzalez
7 minutes

Table of Dashboards Strategy

Jeff Gonzalez
Jeff Gonzalez
7 minutes

How to Link Records After a Form Submission

Jeff Gonzalez
Jeff Gonzalez
6 minutes

How to Dynamically Filter Linked Records in a Form

Jeff Gonzalez
Jeff Gonzalez
7 minutes

Permissions at Every Level

Jeff Gonzalez
Jeff Gonzalez
7 minutes

How to Use a Form for Project Updates

Jeff Gonzalez
Jeff Gonzalez
7 minutes

How to Import Files into SmartSuite

Jeff Gonzalez
Jeff Gonzalez
7 minutes

The Different Ways to Represent Subtasks in SmartSuite

Jeff Gonzalez
Jeff Gonzalez
7 minutes

How Lookup Fields Eliminate Duplicative Datapoints

Jeff Gonzalez
Jeff Gonzalez
8 minutes

Optimizing Record Format in Dashboard Widgets

Jeff Gonzalez
Jeff Gonzalez
7 minutes

Filtering Dynamically and Statically in Linked Records

Jeff Gonzalez
Jeff Gonzalez
7 minutes

Backwards Scheduling Vs. Auto-Scheduling in Gantt View

Jeff Gonzalez
Jeff Gonzalez
7 minutes

Grouping by Two Levels in Your Hierarchy

Jeff Gonzalez
Jeff Gonzalez
7 minutes

How to Identify Errors in Your Automations

Jeff Gonzalez
Jeff Gonzalez
7 minutes

How to Relate Expense Submissions to Projects

Jeff Gonzalez
Jeff Gonzalez
5 minutes

How to Create a Folder and Deliver Its Permissions

Jeff Gonzalez
Jeff Gonzalez
7 minutes

How to Create Task Templates for Large Projects

Jeff Gonzalez
Jeff Gonzalez
5 minutes

How to Hide a Table

Jeff Gonzalez
Jeff Gonzalez
7 minutes

Earliest Value From a Linked Record Set

Jeff Gonzalez
Jeff Gonzalez
5 minutes

How to Create a Whiteboard Within a SmartDoc

Jeff Gonzalez
Jeff Gonzalez
7 minutes

How to Spotlight by Status or Single Select Field to Simplify Your Workflow

Jeff Gonzalez
Jeff Gonzalez
5 minutes

Merge Records Automation Action

Jeff Gonzalez
Jeff Gonzalez
5 minutes

How to Track Time Between Stages of a Project

Jeff Gonzalez
Jeff Gonzalez
5 minutes

Mastering Rollup and Formula Fields in SmartSuite

Unlock the Power of Dynamic Filtering in CRM: A SmartTips Guide

Jeff Gonzalez
Jeff Gonzalez
7 minutes

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