Agent 365 CRM
Pre-appointment survey now creates the opportunity for you
July 31, 2026
What's New
- If a contact does not already have an opportunity, the pre-appointment survey creates one for you.
How it works
- The opportunity is created once the contact submits the survey.
- The pipeline is chosen from the contact's survey response about what type of insurance they are looking for.
- It lands in the Task/Follow Up stage.
- You are notified by email when it is created.