Survey templates are pre-designed forms that simplify the collection of feedback from customers, employees, or clients. These templates include customizable questions and formats, helping you gather insights on customer satisfaction, employee engagement, market research, and more.
View Setting
➡️ Navigate to your Profile icon > Settings > Opportunities > Survey Templates > View
Any existing templates will be shown here.
Adding Opportunity Survey Templates
➡️ Click "Add Opportunity Survey Template."
Enter the "Description Name."
Click "Save."
Configuring Survey Templates
➡️ Click "Configure" next to the saved template to start creating survey questions.
Mobile experience
Signature on leave
Choose one of the options based on your needs.
No – The customer does not need to sign when the salesperson leaves the property.
Yes – The customer is required to sign when the salesperson leaves the property.
Click Save.
Questions
Create Survey Questions: Use drag-and-drop to add the inputs and build out the template.
Add New Page: Enter the "Page Type" and "Page Name"
Additional Settings: Utilize "Options," "Defaults," or "Dependencies" to input related information.
Click Save.
Once setup is complete, you can create an opportunity for a customer using the customized survey template.
Managing Survey Templates
Editing a Survey Template
➡️ Click Edit > Amend > Click Save
Deleting a Survey Template
➡️ Click Delete > Type "delete" > Click Delete