Overview:
This article provides the step-by-step process on how to create a survey question in CRM.
Process:
Go to My Apps and open Okta.
In Okta search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In CRM, go to Extensions and select Customer Survey Questions.
By default, the Active Customer Survey Questions view will be displayed.
Click New on the command bar to create a new survey question record.
Input the Question in the Name field.
You can also choose the Type. Choose the appropriate question format based on the type of input needed:
Text – Allows users to enter free-form responses.
Radio Button – Allows users to select one option from multiple choices.
Checkboxes – Allows users to select multiple options from a list.
Boolean – A simple yes/no checkbox.
Dropdown – Allows selection of one option from a dropdown list.
Numeric – For number-only responses.
Input the choices in the AnswerMask field if applicable.
Once all details are filled in, click Save & Close.