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:

  1. Switch to the desired activity.
  2. Click on (Questionnaire) to display the questionnaire


  3. Enter the client's answers.
  4. 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
  5. Click on Save, if you want to further edit the questionnaire at a later point.
  6. Click on Finalize Survey when all the questions were answered. The questionnaire cannot be edited anymore.