How do I delete a CSAT Survey in Vtiger CRM?

Delete a CSAT Survey when it’s outdated, incorrectly configured, or no longer needed. If a customer clicks a deactivated or deleted survey link, they will see a default message stating that the survey is no longer available. Responses captured before deletion are still retained in the associated record.
Note: 

• Only admins can deactivate or delete surveys in Vtiger CRM.
• You can delete a survey from the List or the Summary View.

Follow these steps to delete a CSAT Survey:

1. Log in to the CRM.
2. Click the User Menu in the top right corner of the CRM screen.
3. Click Settings. The Settings page opens.
4. Go to Automation. 
5. Click CSAT Survey. The CSAT Survey List View opens.
6. Deleting a Survey from the List View:
   1. Hover over and select the survey you want to delete. The Delete icon is displayed on the top of the List View.
   2. Click the record. 
   3. Click Delete. The Delete records window opens. 
   4. Click Yes, Delete.
7. Deleting a Survey from the Summary View: 
   1. Open a CSAT Survey record from the List View.
   2. Click More. 
   3. Click Delete. The Delete records window opens. 
   4. Click Yes, Delete.