How to Close a Customer Survey Instance in CRM

Overview:

This article provides a step-by-step guide on how to close customer survey instances in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the sidebar menu, navigate down to Customer Survey and click on the Customer Survey Instance.

6. By default, the My Open Customer Surveys Instances view will be displayed. Switch to All Customer Survey Instances View.

7. Search for the specific customer survey instance you need to close using filter by category or quick find icon.

8. Double click the customer survey instance to open its details.

9. You can either click Mark Complete located at the command bar to change the status to Completed or click the ellipsis icon and select Close Customer Survey to close the customer survey instance.

10. The Activity Status at the top right of the screen will change accordingly.