Steps to complete a survey

1. Select create in the footer menu

2. Select complete survey

3. Select the contact you want to complete a survey for. Your first contact will be selected by default.

4. Select the project you want the survey response to be saved in. The contact's first project will be selected by default.

5. Select the survey (previously called Category) that you want to complete

6. The questions appear.

7. Complete the questions, then scroll to the bottom and press save

8. Your newly created survey response will be synced to the cloud immediately if you have an active internet connection or later automatically if you don’t currently have an active internet connection