manager survey not completed

isabelle A. shared this question 15 months ago
Answered

Hello

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

Comments (4)

photo
1

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.

photo
1

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

photo
1

Not using the customer survey yet so, thank you

photo
1

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.

Leave a Comment
 
Attach a file