1
Choose the audience
Select the leads, customers, or segments that should receive the campaign or request.
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Feature guide
Use Surveys with confidence
Default module for sending surveys
How to use Surveys
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
2
Prepare the content
Write the message, survey, or campaign details with a clear action for the recipient.
3
Send or schedule it
Review the setup, then publish immediately or schedule it for the right time.
4
Review responses
Watch results and follow up with the people who engaged.
Where it helps
Surveys helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use Surveys?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.
