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For our most challenging surveys, we want to make it possible to take a survey on behalf of the customer, while on the phone or in a meeting with the customer:

  • Showing an invitation on the user's screen to initiate the response registration process.
  • Allow the user to link the responses to the correct contact/account record
  • Provide a simple way to archive or share the responses with the customer (as a read-only PDF)
STATUS DETAILS
New

Comments

T

definitely great idea and it's out of the box functionality within our biggest survey tool competitor

Category: Survey Distribution