You can apply a customer satisfaction survey from the CRM. The score of the client is an average of all previous assessments. The survey can be applied face to face or by phone

IMPORTANT! To apply a survey you'll need a quote converted to a contract.

To apply and record a survey follow these steps:


  1. Go to Contracts section.
  2. Select the contract you want to assess.
  3. Choose the assessment you want to apply. Once the assessment is saved, it can not be modified.

NOTE: To create a new assessment or satisfaction survey go to Catalogs / Assessments.