Created by Ezra Weinstein, Modified on Tue, 30 Aug 2022 at 12:29 PM by Ethan Harris

This tab allows you to surveys to capture data for all kinds of scenarios like capturing new leads on the website or collecting data when someone schedules on your calendar.


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

Search Surveys By Name


If you have a long list of surveys, you can search for a specific survey by typing the name of that survey here.


Filter By Name


You can filter your current survey list by name by clicking here.


Filter By Survey ID


Each survey has a unique ID. You can filter your current form list by survey ID by clicking here.


Filter By Survey Status


Surveys can either be live or in draft status. You can filter your current survey list by status by clicking here.


Edit Survey


Click this button to edit a current survey.


Copy/Delete Survey


If you'd like to copy a survey to this location or another location in your CRM, click this button and select "copy". You can also select "delete" if you wish to delete this survey.


If you delete a survey, it will be permanently deleted.


Create New Survey


When you are ready to create your own survey, click here to get started!


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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