Most surveys are sent automatically when certain events occur, such as the Customer Satisfaction survey often sent when a ticket has been closed. You can also open a survey form from the Home page and submit it by saving it.
To submit a survey
- On the Home page, click Actions > New and select the workspace and survey that you want to send.
The New Survey pane appears at the bottom of the window.
- Select answers for each question.
- If space is provided for comments, enter any additional information that you want to supply.
- Do one of the following:
- To submit the current changes, but continue working on the record to make further changes, click Save.
- To save and close the form, click Submit.
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