FAQs in this section
What is a survey?
Are surveys available in all Vtiger editions?
What are the different survey types?
What type of survey questions can I create?
Can I preview a survey?
How do I create an internal survey?
How do I create an external survey?
How do I send an internal survey link?
How do I send an external survey link?
Can I insert a survey link into the email body?
How do I view survey responses?
How do I add logic to a survey question?
Why do I need to add logic to a survey question?
How do I close a survey?

I cannot find Surveys on the Main Menu.

Surveys is not readily available in Vtiger CRM. You must install it from the Extension Store.

Follow these steps to install the Surveys module:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click the Add-ons button on the bottom-left. You will land on the Extension Store.
  4. Search for Surveys.
  5. Click Install.
  6. Click Yes to confirm the installation.
The Surveys module gets installed. You can find it under Main Menu > Essentials.

 
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