How to Deactivate a Customer Survey in CRM

Overview:

This article will provide a step-by-step process on how to deactivate a customer survey in X4A 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 CRM, navigate to Customer Survey and select Customer Survey from the sub-menu.

6. Use the Filter by keyword search bar or the Edit filters button to locate the Customer Survey you want to deactivate.

7. Once found, check the box next to the Customer Survey name.

8. Click Deactivate located at the command bar menu.

9. A pop-up will appear, click Deactivate again to confirm.

10. The survey will now appear in the Inactive Customer Surveys list.