Send a satisfaction survey
Ask a lead how well they were looked after, and read their answers on their record.
- Admin
- Agent
- ⏱ 1 min
- Updated October 6, 2026
Check they have an email
The survey only goes out by email. If the lead has none, the button is off and you'll see "Add an email to this lead first.". Add one before you go on.
Send it
On their record, under Satisfaction survey, tap Send survey. They get an email with a personal link, no password needed. The link expires after 14 days.
Follow its status
Above the button you see when it was last sent and its status: Sent, Opened, Completed or Expired.
Read their answers
Once they complete it, their answers show up in the activity on the record: the Overall rating, Communication, Knowledge, Responsiveness, whether they'd recommend you and their feedback. Filter the activity by Surveys to see them together.
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