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Unable to edit survey

May 08, 2017 at 02:42 PM

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Mohit Sachdeva
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Hi All,

I have created a survey that is auto assigned to a Lead (using Activity planner/ Workflow rules). Now, I want to fill the responses in the survey so that a lead score/ survey score can be generated from the same. But I'm unable to fill responses (Pls see attached image). Please help in this regard.

Regards,

Mohit

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Saurabh Kabra Answered
May 08, 2017 at 05:52 PM
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Hi,

You have to select the survey in Survey tab and click 'EDIT' to fill the survey data.

Thanks

Saurabh


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Mohit Sachdeva
May 09, 2017 at 11:42 AM

Hi Saurabh,

Thank you for the reply. I'm able to edit the survey now :)

I have a follow up question. I'm not able to see 'Lead Engagement score' field in the Lead Document types. It's not showing in the list of available fields. probably, somebody has made it invisible or had applied some rules to it. Do you have any idea how i can get that field?

Thanks

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Saurabh Kabra
Mohit Sachdeva
May 09, 2017 at 02:12 PM

Hi,

Can you please check if it is available under "EDIT MASTER LAYOUT" option. It will be only available with Key User.

Thanks

Saurabh

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Mohit Sachdeva
May 09, 2017 at 04:32 PM

Hi Saurabh,

I Had already checked there. It is not available :(

Regards,

Mohit

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