Inbox
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Embedded Files
Using SMS Templates
Using SMS Templates
Mail merged texts to expedite the initial survey follow up process.
Log a Convo
Log a Convo
Have a significant conversation? Record it in Connections.
Sort & Prioritize
Sort & Prioritize
Manipulate your Inbox view to find the people important to you.
Promote a Survey to a Contact
Promote a Survey to a Contact
Once you've made a connection and he/she is open or interested, time to make them a contact.
Access Old Surveys
Access Old Surveys
Find recently completed Inbox Items.
Assign Yourself Surveys
Assign Yourself Surveys
Meet someone at the social? Want to be the one to follow up?
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