How to fill Survey on Behalf of Lead/Contact

Now it's possible to fill out a survey on behalf of a Contact or Lead without having to send the survey in an email.

NOTE: Survey collection status must be 'Collecting'. To turn on collection click on the survey name and turn 'Survey Collection' to on

1. Once you've added a Contact/Lead to the recipient list, click on the red phone icon next to it.

 How_to_fill_Survey_on_Behalf_of_Lead_Contact_-_step_1.png

 

2. Fill in your answers and click 'Finish'.

 How_to_fill_Survey_on_Behalf_of_Lead_Contact_-_step_2.png

 

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1 Comments

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    Paulo Victor A Uchôa

    I have a doubt. When I fill a survey by a contact and try to analyze the answers, all them are shown as "anonymous". It would be fine if I had the option to see the contact personal whom I fill the survey for. Is it possible?

     
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