in a competing product - you could so easily send a client list/ prospect list an email asking them to answer two or three questions that prefilled those answers you knew about that customer… asking them to correct or update any information that was not correct.
I was just told by support to use a form for this and then send out via a list to those clients - but now it looks like i have to embed this form into our website and then link the email to the website url … wow that is a very long way around something that could be very easy! What am i missing???