Surveys
You can carry out a survey if a questionnaire was assigned to an activity in Aurea CRM.
If a questionnaire was assigned to an activity in Aurea CRM, you can carry out a survey.
Filling in a Questionnaire
To fill in a questionnaire:
- Switch to the desired activity.
- Click on (Questionnaire) to display the
questionnaire
- Enter the client's answers.
- You can show the following:
- All existing questions
- Only the mandatory questions (i.e. questions that must be answered otherwise the questionnaire cannot be finalized)
- An overview showing the answers
- Click on Save, if you want to further edit the questionnaire at a later point.
- Click on Finalize Survey when all the questions were answered. The questionnaire cannot be edited anymore.