Requesting Customer Feedback
Once connected to TruSales, the Get Feedback button in Salesforce will automatically become enabled for closed opportunities that qualify.
Clicking the Get Feedback button in Salesforce will open TruSales and allow you to select contact(s) to request feedback from.
Please select the best customer contact that would be knowledgeable about the evaluation process and likely to participate in the survey. Note, you may select as many contacts as you wish.
Please make sure the contact’s information is accurate.
Once you have selected the contacts you want to ask for feedback, click the Submit button.