Overview:
This article provides the step-by-step process on how to add the customer survey questions to the customer survey created in Xvantage for Associates (X4A) CRM.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In Xvantage CRM sidebar menu, navigate to Customer Survey and select Customer Survey.
Use the Filter by keyword search bar or the Edit filters button to locate the Customer Survey you want to update.
Click the Customer Survey Name to open it.
Go to the Questions tab and use the search bar to find questions by the Category you specified when creating the Customer Survey Questions.
Check the boxes next to the questions you want to include.
Scroll down and click Link Selected Questions to attach the chosen questions to the survey.
The selected questions will appear in the list. You can reorder them to adjust how they will be displayed in the survey.
Click Save & Close to finalize the changes.