Create Survey

Are you ready to make a survey?

  1.  Click “Surveys” button located on the left side of the page.

  2.  To add a survey, click the “+” sign located at the top right of the page.

  3.  A “Survey List” will open up. This is where you can enter the Title of the survey you would like to create.

  4.  Once you name your survey, you will see the created survey list on the Survey page.

  5.  To start creating your questions, click on “Questions” underneath the title of the survey list you would like to work on; then click on the “+” icon at the top right corner of the page or simply click the “Click Here” button.

  6.  After you’re done creating your question, click the “Add” button at the bottom right of the page.

If you would like to update/edit your question, you can just click on your question and it would take you back to the page to fix it.

***NOTE: In order to add a survey to an opportunity, you need to create it first***