Create & Edit Surveys

Created by Ezra Weinstein, Modified on Tue, 30 Aug 2022 at 10:26 AM by Ethan Harris

This is an overview of the survey builder section in your CRM. You can create fully customized surveys for new lead funnels, signup pages and calendar scheduling!


NOTE: Depending on your user permissions, you may not have access all of the components.


Survey Slide


This is your survey slide. This is where you will drag and drop different survey inputs to customize your form.


Slide Name


Here you will be able to see the name you've given to each slide. By default, slides are given numbers and go in order starting from the number 1


Add More Survey Slides


If you want to add more survey slides, simply click the "Add New Slide" button


Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!

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