Manage Survey Products

Here's how you add your third-party survey supplier to the integration.

Note: The predefined product is SurveyMonkey. If that's your third-party survey supplier, there's no need to follow these steps.

1. In the Setup and Maintenance work area, go to the following:

   • Offering: Service

   • Feature: Surveys

   • Task: Manage Survey Products

2. In the Lookup Codes section, click the Add icon.

3. In the Lookup Code field, enter a lookup code for your supplier. For example, CUST_SUPPLIER_NAME.

4. Enter the name of your supplier in the Meaning field.

5. Enter a description in the Description field.

6. Click Save and Close.