IT: send homeowner survey after contract endorsement now
IT: send homeowner survey after contract endorsement now
IT admins miss sending feedback after contract endorsement, leaving homeowner concerns unflagged before final handover. It sends a survey on endorsement so support flags issues early.
Overview
Missed endorsement surveys let homeowner issues surface at handover, risking unhappy handovers and rework. This IT-friendly workflow sends a survey at endorsement, logs responses into support, and alerts agents on low ratings so issues are flagged and addressed before handover.
Notable Features
- Trigger survey when endorsement recorded
- Create customer record for responses
- Alert support for low ratings