manager survey not completed

isabelle A. shared this question 18 months ago
Answered

Hello

is there a way to quickly see who did not complete his manager survey ?

Comments (4)

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That depends... do you use the customer survey? If not, you can filter leads to see which ones do not have a completed survey. The filter doesn't distinguish between customer and manager surveys, so it won't work if the lead has a completed customer survey.

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Yes, you would use a filter that says has no survey...but that's only if you are not using the IO customer survey.

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Not using the customer survey yet so, thank you

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You can always use the google reviews instead...see under general preferences how to set up to link to your Thank you emails. Tim has a video there.

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