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How To Send Review Requests in CRM
How To Send Review Requests in CRM
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Written by Samantha McLarty
Updated over 2 weeks ago

  1. Click "Reputation"

  1. Click "Settings"

  1. Click here.

  1. Select where you want the reviews to be linked.

  1. Click here.

  1. Turn on SMS

  1. Customize the SMS message request.

  1. Set the request behavior.

  1. Click Save.

  1. Click here.

  1. Turn on email requests.

  1. Customize the email messaging.

  1. Click Save.

  1. Create a request QR Code.

  1. Click here.

To Send Review Requests.

  1. Click "Reviews" or "Requests"

  1. Click "Send Review Request"

  1. Choose who to send the request to.

  1. Click Send.

  1. Click "Contacts"

  1. Click this checkbox.

  1. Choose which contact(s) to send the request to then click the "Star" Icon.

  1. Click Ok, proceed.

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