Send Survey Request To Appointment Required Attendees

Megan V. WalkerDyn365CE5 years ago7 Views

If you have an Account Management program within your organisation, you know how important it is to have meetings and visit your customers to find out the issues and pain points they have. Meeting with them in person is the best approach, although not always feasible from a logistics perspective. If your Account Managers can visit your clients, fantastic, let’s then send out a survey request…

Continue Reading Megan V. Walker’s Article on their blog

Send Survey Request To Appointment Required Attendees – Megan V. Walker

If you have an Account Management program within your organisation, send survey request invites to all required attendees once the appointment is complete.

Blog Syndicated with Megan V. Walker’s Permission

Leave a reply

Join Us
  • X Network2.1K
  • LinkedIn3.8k
  • Bluesky0.5K
Support The Site
Events
February 2025
MTWTFSS
      1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 28   
« Jan   Mar »
Follow
Sign In/Sign Up Sidebar Search
Popular Now
Loading

Signing-in 3 seconds...

Signing-up 3 seconds...