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Viewing Review Data in Total Expert
Once Total Expert is integrated into the XMP, the connection facilitates the automatic export of review data from the chosen campaigns directly into the corresponding contact pages of the reviewers. This process ensures that valuable feedback is efficiently and automatically associated with the relevant individuals/transactions within the Total Expert CRM platform.
To view review responses in Total Expert:
When logged into Total Expert, expand the Leads & Contacts menu, then select Contacts.
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On the Contacts page, click the name of a contact to open their page.
Once a contact page is open, switch to the Responses tab to view the individual’s responses to each question from a campaign.
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If the individual has recorded multiple responses in the same campaign or in other campaigns, switch to view a different response based on the campaign name and submission date.
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