New Survey

New Survey

Navigate the the aside menu Utilities and click Surveys – > New Survey.


Populate the fields with basic data necessary for the survey then click on the submit button.

You will be able to add questions after inserting the survey.

    • Related Articles

    • New Survey Questions

      With our CRM you can add new questions in a very simple way. After creating the survey on the right side you will be able to add questions. Click on the button Insert Field and a dropdown will be opened you need simply to click on the desired ...
    • Viewing survey results

      While listing survey results click on the chart button on the right side. All results from this survey will be available to you. If survey does not have any participants the chart button wont be shown while listing the suveys.
    • Sending survey to mail lists

      If you are sending survey to custom added mail lists Only for logged in participants need to be unchecked. Select the custom made mail lists you want to send and click on the send button.
    • New Contract

      New Contract Click on the aside menu Contracts link and on the left side there is a button New Contract. Trash Hide from customer – If this field is checked the contract won’t be shown in the customers area and customer contacts with permission for ...
    • New Customer

      Login to dashboard click customers and on the left side there is a button New Customer. Permissions – What permission this customer will have in the customers portal. Ex if you turn of the support system the customer wont be able to use the support ...