How to Create a Bulk Import Survey in CRM

Overview:

This article provides the step-by-step process on how to create bulk import survey in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In CRM, go to the submenu Extensions, and click on Bulk Import Jobs.

6. Click New.

   

7. Under the General Tab, input the following required information:

   • Country

   • Name

   • Import Type – from the drop-down menu, choose Survey.

   • Assigned To – choose from the following options:

     • Specified in Import File

     • Person

     • Team

     • Primary Sales Contact of Customer

Note: If you select Person or Team, the User field will appear. Use it to specify the contact.

8. In the Bulk Survey tab, choose the Customer Survey.

9. Click Save & Close. This will automatically be part of the Active Bulk Import Jobs.