Update deal records with NPS survey responses after install
Update deal records with NPS survey responses after install
Your NPS responses aren't linked to deals, leaving reps without installation satisfaction context for renewals or triage. Provide account teams survey-backed deal context for same-day follow-up.
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Overview
NPS replies that don't land on deal records leave reps blind at renewal and escalation windows. This flow writes scores and comments directly to the deal so account teams can act on low scores and start outreach the same day.