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?
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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
Topic Participants
Karen Duffy
nick
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