LumoSheet help
Every module, every screen, and a step-by-step walkthrough for each kind of campaign. 10 articles, about 0.7 hours end to end. Start with What LumoSheet does or use the search box to jump to a question.
Start here
What LumoSheet does and how to find your way around.
For buyers
Set up a campaign, invite suppliers, and decide what comes in.
- Create a campaign5 min readThe five setup steps from name to launch, plus what you can change while a campaign is open and after it closes.
- Intake forms and field types5 min readBuild the form suppliers fill in, choose field types and how numbers show, add rules, and reuse forms as templates.
- Milestones and reminders4 min readAdd dates around the deadline, make them follow other dates or stay fixed, set reminder emails, and save plans for reuse.
- Invite suppliers4 min readAdd suppliers, invite their contacts to a campaign, and let one supplier edit after the close.
- Collect submissions4 min readSee how suppliers submit, watch lines arrive, and chase the ones who have not started.
- Review and decide5 min readFilter the Received table, accept or reject lines, ask for changes, and control when suppliers hear.
For suppliers
Answer an invitation, submit your lines, and read the decisions.
Reference
Email, calendars, and what to do when something goes wrong.