How to Mark Complete a Customer Survey Instance in CRM

Overview:

This article will provide a step-by-step process on how to search for a specific 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 the sidebar menu, navigate to Customer Survey and click the Customer Survey Instance.

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

7. Double click the subject of the customer survey instance you want to mark complete to open its details.

8. Click Mark Complete located at the command bar. Your page will be refreshed, and you will see the Activity Status column changes from Open to Completed.