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Survey Management

PrismERP’s CRM survey option allows users to create a set of questionnaires to aid the marketing or technical team in conducting surveys efficiently.

1) Add Survey​

Navigation to Add Survey

The CRM module enables users to initiate surveys for a specified time period.

Required Fields:​

  • Title: Name of the survey
  • Type of Survey: Defines the survey type (Face-to-face, Web-based, Interview, etc.)
  • Estimated Outcome: Expected result from the survey
  • Campaign: Name of the campaign under which the survey is conducted
  • Assigned To: Person responsible for conducting the survey
  • Survey Lead: Name of the person leading the survey
  • Branch: Branch under which the survey is taking place
  • Start Date & End Date: Duration of the survey

2) Attend or Respond to a Survey Form​

Users can attend or respond to surveys based on predefined questionnaires, ensuring data collection is structured and effective.