Notifying Another Firm Member About A Survey Sent

Access level: Any firm member

To Notify another firm member of a Survey you just Sent, take the following steps:

1.       Immediately after Sending a Survey, the following window will appear

a.       Select Notify firm members about this survey

2.       Choose the individual(s) you would like to notify and move them to the right

a.       Choose the circumstances for which you would like them to receive a notification

3.       Select Notify