How to Log a New Customer Survey Answer in CRM

Overview:

This article provides step-by-step instructions on how to manually create a new Customer Survey Answer record in Xvantage CRM. By completing the necessary fields, such as the survey name, question, and corresponding answer, you can successfully log survey responses for tracking and reporting purposes.

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 sidebar menu, navigate to Customer Survey and select Customer Survey Answers.

6. Click New to create a new Customer Survey record.

7. Fill in the required fields:

   • Name

   • Question – Search and select the specific survey question.

   • Value – Enter the corresponding answer to the question

8. Click Save & Close to save the record.