CSAT Survey Trigger
Fill this form to send a survey request to a client after a recent visit.
Nurture Workflow Trigger
Fill this form to send an email to a potential new client after an initial meeting
Onboarding Workflow Trigger
Fill this form to send an email to a new client requesting the submission of onboarding forms
Phone/Walk-in Enquiries
Fill this form for all phone/walk in enquiries. A deal will be created in the Opportunities Sales Pipeline