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Complete a Survey for a single contact using the Contacts App

Complete a Survey for a single contact using the Contacts App

Owned by Matt Kepple
Last updated: Jan 16, 2023
2 min read

You can complete a survey on behalf of a contact while using the Contacts App.

Steps

  1. Go to the Contact Profile page of the person whom you want to complete the survey about

  2. Press the Actions button

  3. A dropdown menu appears.

  4. Place your mouse over Complete Survey: the menu expands to the side to display a list of projects

  5. Hover your mouse over the project that you want to complete the survey within: a list of surveys appears

  6. Select the survey you want to complete

  7. You arrive on the Complete A Survey page for that contact

  8. Complete the survey

  9. Scroll to the bottom of the page and press Publish

  10. You are returned back to the Contact Profile Page

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