Project Surveys Marketing Permissions

Overview
We've upgraded Project Surveys to give you more options for leveraging your results. You can now request permission from your clients to use their comments in marketing materials.
Use this to build up quotes and case studies that demonstrate your team's expertise in delivering successful projects. Set-up an automation to get alerted by email whenever you receive a comment with permission and build this into your sales and marketing activities.
Features
Allow clients to easily consent for you to use their comments in marketing
Quickly identify responses with marketing permissions using filters
Trigger automations when a response with marketing permission is received
Coming soon – publish comments to your website widget
Read more
Learn more in the ConnectWise University: Create Project Surveys in SmileBack