Add closed deals to six‑month feedback contact list

Your post-sale deals often miss feedback enrollment, leaving client outcomes uncollected. Coordinators get survey-ready contacts immediately, enabling six‑month surveys before quarterly reviews.

Overview

Deals that move to post-sales should immediately enter your feedback pipeline instead of sitting untracked. This flow enrolls those customers into your feedback list in minutes so coordinators can run six‑month surveys and deliver results before quarterly reviews.