Create survey record and alert CSMs in team chat
Create survey record and alert CSMs in team chat
Your assignment survey responses go untracked, leaving program managers without feedback. It records each submission and alerts the assigned CSM so feedback is actionable same day.
Overview
When assignment feedback isn't captured centrally, program managers and CSMs miss coaching moments and follow-up windows. This workflow captures each survey, enriches it with contact context, and routes it to the responsible CSM so feedback is actionable the same day.