Survey Data Menu
Surveys
Module: Survey Data Path: Company > Survey Data > Surveys Topic: Surveys Version(s): 5.1 Editions: What Are Surveys? Surveys are interactions between your CSR team and customers built to gain more knowledge and insight into a specific topic. Making ...
Survey Question Rules
Module: Survey Data Topic: Survey Question Rules Version(s): Version 5.1 and up Editions: All Editions The Survey Question Rules screen allows you to create a handling rule for any question on a survey. To return to the previous page, click the ...
Survey Instances
Module: Survey Data Topic: Survey Instances Version(s): Version 5.1 and up Editions: All Editions Survey instances display the surveys that have been completed by customer, date, time, score, type and employee that filled the survey out. Navigate to ...
Survey Questions
Module: Order Entry Topic: Survey Questionnaire Version(s): Version 5.1 and up Editions: All Editions Certain scripts may require you to gather information about a customer through a survey. If there is a survey attached to a certain script, you will ...