Survey

PrismERP’s CRM survey option helps to add a set of questionnaire which will aid the marketing or technical team to make survey easily.

1) Add Survey:

Settings > CRM  > Add Survey

CRM option helps the user to attend initial or technical survey for a particular time.

a) Title : Survey Title

b) Type of Survey: Defines the survey type whether face to face, web-based, interview etc.

c) Estimated Outcome: Possible Outcome from the Survey

d) Campaign: Name of the campaign under which the survey is done

e) Assigned To: Assigning Person's name responsible for the survey of the campaign

f) Survey Lead: Name of the person taking Lead of the Survey

g) Branch: Under which branch survey is occurring

h) Start date & End date: Time of survery beginning and Ending

2) Attend Or Responding Survey Form