As soon as a customer finishes and saves a form, the results will automatically save in Vtiger as a survey record. This process allows you to keep better track of your survey results.
Here’s How the Customization Works:
- A transaction is completed
- Vtiger automatically sends a survey to the customer
- Once the survey is completed, the data is put into Vtiger as a survey record
Contact us to learn more or for help with your Vtiger CRM!
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