Surveys Platforms

Below is a list of all Surveys functionality availability by platform.

Creating a Survey

Feature Browser iPad iPhone CRM Desktop (Windows)

Creating a Survey

Data Loading Surveys

Creating Surveys for Internal Use

Adding Survey Questions

Feature Browser iPad iPhone CRM Desktop (Windows)

Creating Survey Questions

Creating Questions for Individual Surveys

Using the Question Bank

Using Branching Survey Questions

Adding Segments to a Survey

Adding Survey Channels

Increasing the Number of Survey Questions

Supporting Currency Answers in Surveys

Selecting Survey Targets

Feature Browser iPad iPhone CRM Desktop (Windows)

Adding Survey Targets

Adding Assignment Rules to Surveys

 

 

 

Selecting Territories for Surveys

Supporting Child Accounts in Surveys

Publishing a Survey

Feature Browser iPad iPhone CRM Desktop (Windows)

Publishing a Survey

Receiving Email Notification of a Published Survey

Unlocking and Republishing a Survey

Surveys Privacy Settings

Capturing Survey Responses

Feature Browser iPad iPhone CRM Desktop (Windows)

Executing a Survey

Reviewing Survey Results

Feature Browser iPad iPhone CRM Desktop (Windows)

Monitoring Survey Results

Viewing Survey Targets on the Call Report

Linking Survey Targets to Calls