This tab allows you to surveys to capture data for all kinds of scenarios like capturing new leads on the website or collecting data when someone schedules on your calendar.
NOTE: Depending on your user permissions, you may not have access to all of the components.
This list shows you all the surveys created and their activities.
If you have a long list of surveys, you can search for a particular form by typing the name of that form here.
You can see the name of each survey displayed here.
This column shows you the date and time each survey got updated.
In this column, you will see the names of the user that last updated the survey.
EditClick this button to edit a current survey.
DuplicateClick on “duplicate” If you’d like to have a copy of a survey.
ShareIf you’d like to share a survey from this location or another within your CRM, click on the “Share” button and select the location you want.
Move To FolderIf you’d like to move a survey from your list to a folder simply click on this button and select the folder.
DeleteYou can also select “delete” if you wish to delete this survey.
If you delete a survey, it will be permanently deleted.
You can see all your folder arranged here.
You can see the name of each survey folder displayed here.
When you click on any folder’s name, you can see;
Names of each survey in the folder
The date and time it was last updated
Who made the lasted update
How to edit, duplicate, share, move to another folder, or delete the survey.
This column shows you the date and time each folder got updated.
In this column, you will see the names of the user that last updated the folder.
EditClick this button to edit a current survey folder.
DeleteYou can also select “delete” if you wish to delete this Survey.
If you delete a survey, it will be permanently deleted.
When you are ready to create your own survey, you simply click the “Add new Survey” button! To learn about creating forms, click Create & Edit Survey
If you want to create a new folder click on the “create folder” button and give the folder a name then click “confirm” to save it!
When you are ready to create your own survey, click here to get started!
