Take Survey on behalf of customer

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)