What triggers the client Win Survey invitation and when is it typically sent?

• A. Triggered by completion of the Win/Loss Survey in SFDC; typically sent within 30 days thereafter
• B. Triggered by CSS completion; typically sent within 7 days thereafter
• C. Triggered by Stage 5 closure; typically sent within 60 days thereafter
• D. Triggered by the first payroll run; typically sent within 15 days

Answer: (A)

The main idea is that the Win Survey invitation is sent as soon as a Win/Loss Survey is completed in Salesforce. Once that completion is recorded, the system triggers the invitation to go out, and it’s typically sent within about 30 days after the completion. This timing keeps feedback fresh and tied to the actual decision outcome. Other triggers like CSS completion, Stage 5 closure, or payroll runs don’t align with the survey workflow, so they wouldn’t produce the intended invitation timing.