ROI Assessment Tool
Dashboard
New Assessment
Create New Assessment
Fill in the account details below. A unique link will be generated to send to your customer.
Account Information
Internal fields — not shown to the customer
Customer Name
*
CSN
*
Opportunity ID
Region
*
Select region…
ANZ
APAC
EMEA
Americas
LATAM
Japan
AE / Account Manager Name
*
AE Email
*
Completion notification will be sent here
Partner Name
Internal Notes
Clear
Generate Assessment Link
Assessment Created
Awaiting Customer
Customer Link — copy and send this to your customer
—
Copy
Internal Link — return here to complete the assessment
—
Copy
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