.jpg)
Firm Administrator
Helpful Instructional Documents for Firm Administrators
- Importing Contacts
- Importing Projects
- Importing Survey Batch
- Lock Down Add Remove of NPS Question from Template
- Lock Down Add Remove of Questions from Template
- Login - First Time
- Modify a Sent Survey
- Reopen a Survey
- Reports - Delete Batch Report
- Reports - Delete Favorite Report
- Reports - Delete Scheduled Batch Report
- Reports - Delete Scheduled Favorite Report
- Reports - Download Scheduled Batch Report
- Reports - Review Scheduled Favorite Report
- Reports - Unschedule A Batch Report
- Reports - Unschedule A Favorite Report
- Review List of Published Templates
- Save Report as a Favorite
- Scheduled Reports - Batch Report
- Scheduled Reports - Single Report