Project managers ensure questionnaires reach deal contacts
Project managers ensure questionnaires reach deal contacts
Project managers risk missing client preferences when a deal's SEND questionnaire isn't dispatched. This emails sustainability surveys to deal contacts on flag change so preferences inform planning.
Overview
Project managers lose crucial client preferences when pre-event outreach is missed, putting event deliverables at risk. This workflow guarantees every deal contact receives the sustainability survey when the flag is set, eliminating missed outreach and making preferences available to planners. Teams report faster response times and far fewer missed follow-ups.
Notable Features
- Email deal contacts on flag
- Skip contacts who opted out
- Mark deals after questionnaires sent