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Internal Trigger Forms

CSAT Survey Trigger

Fill this form to send a survey request to a client after a recent visit.

Name(Required)

Nurture Workflow Trigger

Fill this form to send an email to a potential new client after an initial meeting

Name(Required)
To receive notifications as well as the advisor
Areas of interest(Required)
Please select at least one area of interest

Onboarding Workflow Trigger

Fill this form to send an email to a new client requesting the submission of onboarding forms

Name(Required)
To receive notifications as well as the advisor

Phone/Walk-in Enquiries

Fill this form for all phone/walk in enquiries. A deal will be created in the Opportunities Sales Pipeline

Type of Enquiry(Required)

Name(Required)
Areas of interest
Please select at least one area of interest

Enquiry Form