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Feedback Requests for a Contact

Mark Eykholt
  • December 10, 2020 23:53
  • Updated
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SmashFlyX allows users to request feedback on a contact as long as permissions are set correctly. This can be useful in getting the input and attention of others.

 

In folder or a job, select one or more contact records. In the Actions pull-down is the Request Feedback action.

For a folder:

Request_Feedback.PNG

 

For a job:

Request_Feedback_Job.PNG

 

Selecting this will open the Feedback window. Select the person or people you request feedback from. Just as you can select feedback on more than one candidate at a time, you can select more than one person to give feedback.

Feedback_window.PNG

 

 

When feedback is requested, reviewers will be notified via email and may click through to respond.

email.PNG

 

Feedback is submitted along with comments by the reviewer.

Review.PNG

 

When feedback is submitted, you as the requestor are notified.

notified.PNG

 

Feedback requests and responses appear on the new “My Feedback Requests” page in CRM.

menu.PNG

 

all.PNG

 

Any SmashFlyX user may be a reviewer to provide feedback, but only users with the new “Request Feedback” permission will be able to initiate a feedback request.

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