Add CSAT responses to Opportunity records for follow-up
Add CSAT responses to Opportunity records for follow-up
Your CSAT survey results arrive outside the Opportunity record, leaving account teams without feedback after deal close. Get ratings and comments onto the Opportunity record for same-day follow-up.
Overview
Survey feedback often lives outside CRM and misses account owner attention; this ties CSAT ratings and comments directly to Opportunity records so account managers have context in one place. That reduces manual lookups and enables same-day follow-up on low scores.