new user here! tracking system question

Laura Tabellini · 07/09/20

I have a person creating Eloqua emails upon request. The requester fills a form with instructions and attachments of the email body. The email body will be sent back and forth for edits between the requester and the person creating the email on Eloqua. Is there a way to track the edits and keep them all in one request? I am looking at something like a ticketing system (like Zendesk) where all conversations and attachments are within ONE ticket, in one place.

Andrée Starå · 07/09/20

Hi Laura,

Yes, there is if I understand you correctly.

Have a look at the Proofing feature.

https://help.smartsheet.com/articles/2480181-use-proofing-to-collaborate-on-content

You could also keep everything on a row or multiple rows for each "ticket" with conversations, text and attachments in one place.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Laura Tabellini · 07/09/20

Great! but how?

Andrée Starå · 07/10/20

@Laura Tabellini

Here's a video of the proofing feature.

https://help.smartsheet.com/learning-track/smartsheet-advanced/proofing

Do you have a sheet/structure created or are you starting from scratch?

Laura Tabellini · 07/13/20

I am the administrator but I cannot turn on the proofs button. Do we need an upgrade to access the Proofs feature?

Andrée Starå · 07/13/20

@Laura Tabellini

Which plan do you have?

It's available for Business and Enterprise.

Laura Tabellini · 07/13/20

I don't know what plan we have. I think basic?

Andrée Starå · 07/14/20

@Laura Tabellini

Then you'll probably need to upgrade your account.

new user here! tracking system question

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