To enter Survey Information first click on Contacts.
Next click on Customers Record View.
Then click on the Jobs tab. From there, to the right of the Job Name is a Talk Bubble Icon, that’s the icon for entering Survey Information.
From here you can enter:
- Other Estimates:
- Value Of Home:
- Purchase Reason:
- Would Refer Others:
- Rate Sales Rep:
- Rate Office Staff:
- Rate Installation Crew:
- Overall Satisfaction:
