Preparing a Survey

Learn how to prepare a survey.

To prepare a survey you have the following options:

• Create an activity, select a questionnaire in the Questionnaire field and a date in the Survey on field.
• Enter date and questionnaire in the Survey on and Questionnaire fields in the Execution (Marketing Activity) info area. You can find further information on marketing activities under see Marketing Activities.
• Create the survey for a company or person:
  1. Switch to the company or person and select Info > Survey from the menu.
  2. Click on (New).
     Note: In the Company+Person level the allocation depends on whether Person-Related Info or Company-Related Info has been chosen from the Data menu.
  3. Select the desired questionnaire in the Questionnaire/Portfolio field.
  4. Enter comments concerning the survey in the upper text field. The questionnaire's text is displayed in the lower text field.

     

  5. Save.
     Note: You can add any number of surveys to a company or person, however you can only store one survey using the same questionnaire on the same day.