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For product leaders: add evaluation links to opportunities

For product leaders: add evaluation links to opportunities

Product directors at training firms miss evaluation links on opportunities, causing delayed follow-up and inaccurate reporting. This adds the survey link to the opportunity so teams can act.

For product leaders: add evaluation links to opportunities

Overview

Training firms lose renewal momentum when evaluation links aren't attached to opportunity records and sales reps miss critical follow-up. This workflow appends the survey URL to the opportunity when the program checkbox is set, giving sales and delivery immediate access to evaluation details so follow-up happens and reporting stays accurate.

Notable Features

  • Attach survey links to opportunities
  • Find lead facilitator and personalize link
  • Create opportunity task for follow-up

For product leaders: add evaluation links to opportunities