telephone survey

Smart CRM & Sales Hub CRM
1

Hi,
we want to enable our callagents to make telephone surveys and store the answers in the specific contact. How would you solve this?

2

Hi @MalteHuener,

There are various ways you could go about this:

  • Use playbooks for structured calls: Use playbooks
  • Create tickets and customize the left ticket sidebar with your survey questions: Customize records
  • Create an actual survey and submit it on behalf of the called person, from a private tab (always close tab and open a new private tab to submit a new survey).

Let me know if you have any follow-up questions!

3

  • @karstenkoehler wrote:

    Hi @MalteHuener,

    There are various ways you could go about this:

    • Use playbooks for structured calls: Use playbooks
    • Create tickets and customize the left ticket sidebar with your survey questions: Customize records
    • Create an actual survey and submit it on behalf of the called person, from a private tab (always close tab and open a new private tab to submit a new survey).

    Let me know if you have any follow-up questions!

That helps, thank you very much!