It should be easy to trigger an email to alert a manager for a really bad survey result. In this example, we assume a bad result is defined as a customer giving a rating of 1. The workflow trigger is … Continue reading →

I see that you guys offer the option to have additional users under the same account. What I’m wondering is: would each user get their own personal portal? Each user is accessing the same portal (tools and CRM data). However, … Continue reading →