You can create multiple form pages and organize your questionnaire. Want to create dependencies on questions to display a group of questions? Vtiger helps you with the logic. Add logic to parent questions and create dependencies to display other questions.
Save the survey in draft mode and preview
it to check the flow. Once you have your survey ready, save and publish it.
Data analysis
You can view the responses from contacts sri lanka phone number data in the summary view of the survey record. All responses are displayed in a chart.
Additionally, you can view responses from specific contacts.
Export survey responses and contact data to your system in XL or CSV format.
Welcome back to the blog series Big Little b2b marketing questionnaire results Things, where we highlight some of the lesser-known and sometimes overlooked features and enhancements in Vtiger CRM.
This chapter will focus on organization in CRM by using custom list creation. Let’s start with the basics.
What is a List?
A list is a group of records in a module that share one or more identifying properties between them. These lists are used to help organize your records in a way that is beneficial to both you and your company.
If you are currently using Vtiger, you might b2 c phone list have noticed that each module has some default lists available. For example, in the Contacts module, you have the “All Contacts” list, which shows every contact record in your CRM.
You should also have a list called “My Contacts”
which will only show contact records that are directly assigned to you as a user.
Now let’s take it a step further. Let’s say you want to have a list for contacts located in the United States. This is where you’d want to think about creating a custom list.
Creating a new list for each module in CRM will follow the same process.
You will first want to click on the Lists drop-down menu. In that menu you should see a blue “+” icon in the top right corner. This is where you can create a new list for the current module you are in.