Questionnaires in Activities 

Use

You can use questionnaires in CRM Enterprise and CRM Mobile to gather additional information on a product or to document customer preferences regarding a product. This product can either be your own product or a competitor product.

 

 

You are launching a new brand of soft drink. Therefore, while making sales calls at your customers’ site, you can use questionnaires to record the customers’ opinion regarding existing brands of soft drinks.

To be able to use a questionnaire, you must have created a business activity for a transaction type. Additionally, you must have created an activity journal template of the type Questionnaire for the same transaction type.

 

Specifics of CRM Enterprise

You create questionnaires in CRM Enterprise using the Survey Tool and download them to CRM Mobile. For more information on questionnaires in CRM Enterprise, see Questionnaires in Activities.