Strategic Roadmaps (Roadmunk)
Breadcrumbs

Connecting Customers and Feedback

Connecting feedback to customers allows you to prioritize the feedback and follow up with the customer when you act on their feedback.

To connect feedback to a customer:

  1. Go to the Inbox and open the feedback

  2. Open the Customers dropdown and select the customer

  3. Once you’ve selected a customer, you can open the Contact dropdown to select a contact for the customer

Customer and contect fields on a Feedback card

You can’t connect feedback to an Archived customer.

Viewing Feedback for a Customer

To view any feedback connected to a customer:

  1. Open the customer’s card

  2. Go to the Feedback tab

Feedback section of a customer card