Integrating responses to a ZOHO survey into a potential in ZOHO CRM
The satisfaction survey I've created can be sent via ZOHO campaigns to Contacts that have a Won potential against them. So far so good.
The next step is to integrate the responses to the questions back into ZOHO CRM. Here I can see that mandatory fields set up in ZOHO CRM Potentials filter through - so that I'm asked to select a corresponding question. See screen shot below.
Naturally the potential name, stage etc., shouldn't be overwritten with the answer to a question in the survey. I do not want to make these fields optional in ZOHO CRM.
Is there any way around this?
The next step is to integrate the responses to the questions back into ZOHO CRM. Here I can see that mandatory fields set up in ZOHO CRM Potentials filter through - so that I'm asked to select a corresponding question. See screen shot below.
Naturally the potential name, stage etc., shouldn't be overwritten with the answer to a question in the survey. I do not want to make these fields optional in ZOHO CRM.
Is there any way around this?
Thanks, Karen