Add closed opportunities' client contacts to survey list
Add closed opportunities' client contacts to survey list
Your closed delivery opportunities lack survey-ready contacts, so clients miss post-delivery outreach. Add contacts to a client survey list automatically so feedback is gathered same day.
Overview
When delivery opportunities close, you need accurate recipient lists for post-delivery surveys or feedback slips — otherwise coordinators spend hours chasing contacts. This flow captures qualifying contacts and seeds your configured client survey segment so outreach can run same-day feedback campaigns.