Add success dashboard rows for your sent questionnaires
Add success dashboard rows for your sent questionnaires
Your sent questionnaires go unrecorded, leaving success managers without updated deal snapshots for timely outreach. It logs each event to the dashboard so the team sees current deal context same day.
Overview
When questionnaire sends aren’t recorded, success teams lack the deal context needed to prioritize outreach. This flow captures each event, formats dates, and appends tidy rows to your dashboard so coordinators have accurate deal snapshots same day.