Each record has a unique Survey ID (SRYYYYNNNNNN) linked to the researcher's Employee ID
0 records
Survey ID
Company / Client Type
Zone
Source
Status
Priority
Researcher
Assigned To
Follow-up
Actions
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Total Surveys
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New Leads
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Surveys Won
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Overdue Follow-ups
By Status
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By Zone
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By Source
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By Client Type
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By Priority
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Recent Activity
Survey ID
Company
Action
By
Date
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Lead Repository
Verified and allocated leads ready for sales follow-up, grouped by zone
Survey ID
Company / Client Type
Zone
Status
Researcher
Sales Owner
Follow-up
Actions
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Log a Follow-up
New Survey Record
A unique Survey ID (SRYYYYNNNNNN) will be automatically generated and linked to the assigned researcher's Employee ID.
Assign Survey to Employee
Survey ID: —
Company: —
Current Owner: —
Bulk Reassign Survey Records
⚠ Records Ownership Transfer
Use this tool to reassign all survey records from one employee to another. Typically used when an employee resigns, is terminated, or has been flagged for 10+ days of inactivity. All records — including Survey IDs and commission ownership — will be transferred to the new assignee per company policy.