As a NexOne administrator, you have the ability to send out surveys to both seller and buyer clients.
To enable this service, contact 121QA
- To create a new survey:
- Open a firm/closing transaction and select “Send a survey” on the right-hand side.
A new window will appear and you must make a selection:
- On behalf of: Select the agent (if more than one from your office, repeat this process after the first one has been sent)
- Select a client from the list. If you would like to add an additional client, click on “add a recipient”
- The email section must be completed in order to send the survey.
- Select type of client and language
- Send
Important
If an agent changes email address, you’ll need to connect in your 121QA Account and make the changes manually.
Completed!