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 Uploading ....Topics:- Transaction Question Survey (2:00)
- Creating Survey Email Template (35:00)
- How to Duplicate the Process (1hr 10min)
Recording: Attendees: - Mike Acquisto
- Lior Izik
- Stacey Hendren
- Megan Rutherford
- Katy McGillen
- Logan Lawrence
Links: Tasks: - Dave:
- Please review the recording and see if you think we can duplicate this process on our own or if we need to use Lior to create this integration each time.
- I believe we can create the surveys no problem and the linking to crm, but then the function I know I can't do that.
- Stacey to provide more questions for the seller: pre-listing presentation questionnaire to Katy.
- Katy to make those changes to survey.
- Mike to help map fields if Katy can't on her own.
Updates: - Katy updated the email and Mike provided a video to include.
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