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.
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 ...
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.
After you added the survey a new column will be shown. This is the part where you can send the survey. You need to select particular mail list for this survey. You can also select multiple mail lists. Select the desired mail lists and click send. All ...
Create contract template You can create a contract template while viewing the contract by clicking on the Templates tab and then click on the Add Template button. Click the Templates tab. Click Add template. Enter the Template title that you can use ...