Feedback programs are built almost entirely on customers who said yes. The prospects who went elsewhere are the ones holding the information you most need, and almost no one asks them.
Turned-down leads can now trigger a survey automatically. You find out whether you lost on price, availability, flexibility, or responsiveness, and you find out while the decision is still fresh. That turns lost business from an unexplained gap in the funnel into a specific, addressable pattern. Please note you need Owner permissions to add/change triggers.
Create Lead Turned Down Trigger
To create a Lead Turned Down Trigger, go into Settings (1) and click on Tripleseat (2). In the newly displayed window, click on Advanced (3) and under Pre-Sale menu click "+ Add" button. From the Trigger drop-down choose Lead Turned Down. (4) Save the changes and the survey specified will be sent to leads that had been turned down.
