Hi Everyone,
Can any one body tell me the process of the questionnaire assignment to the leads.
actually i have followed the below process for the Questionnaire in the leads:
1 )I have maintained the questionnaire for the lead application in CRM_SURVEY_SUITE
2) Define determination for the lead questionnaire : in this i have assigned questionnaire, lead transaction type, item category, for the determination.
3)i have assigned the qualification levels to the lead questionnaire
But i have not maintained determination criteria for the questionnaire.Is it necessary to maintain that.
After maintained the above 3 steps i have tried to create a lead transaction in CRMD_ORDER Transaction.But in the lead transaction EVALUATION tab i didn't see any questions in that, but in the above 2nd step i have maintained the maintained questionnaire to the lead transaction.I want to see the questions in the evaluation tab.
Can anyone help me how to get the questionnaires in the lead transaction and also plz tell me did i missed any settings for that.
Regards
Nagaraju