Where can Admins view completed surveys?

Completed surveys can be found in the Sales Management Tools section of the Management Portal.

To view all completed forms, click the blue Users button in the Sales Management Tools section of the Management portal. Select Timeline Search from the top navigation bar under Timeline.

You can search by Sales Rep, Customer Number, customer Name, and Date Range. The fewer fields you fill out, and the wider you make the date range, the more results you'll get when you click Search Jobs. Select the job that you want to view.

For each Site Survey or Comfort Form that was created for the customer, you can download the Site Survey and/or Comfort Surveys; click on Download PDF.