My customer has a question:
When the CEO is viewing the dashboard, they may notice some issues that need the CXM team’s attention. The CEO wants to send that specific issue directly and create an email or ticket so it can be assigned for follow-up.
This is similar to working on an online Word document, where the CEO can highlight a section, add a comment, and tag a staff member to check it.
Now that they are considering purchasing the Qualtrics system, they hope it can support this kind of working process in a convenient way.
Do you have any suggested solution?
p/s: Using dashboard export or email dashboard does not seem to fully match their expectation. Also, exporting the dashboard may create large email attachments and take up too much email storage.
