Perform Surveys

As a salesperson, you can perform account and promotion surveys as part of your store visit tasks.

Work with Intelligent Advisor Hub

To execute an account survey, enter your Intelligent Advisor hub credentials when you sign in to enable download of survey templates.

Tap Settings, from the Main menu.
On the Settings page, enter your user name and password as given by your sales administrator.
Click Save.

After user authentication, the Intelligent Advisor survey templates are downloaded directly from the hub.

Perform Account Surveys

Run account surveys to get an insight on product performance in a store, product placement, customer feedback, and so on.

On the Landing page, tap Accept route followed by Start route.
On the Landing page, tap the Appointments subtab.
Tap Check In on an appointment card on the Appointments List page.
On the Tasks List page, Tap Surveys.

The lists of account surveys available for an account are displayed.
Tap a survey to view the details.
Fill your responses for the survey and click Save to save the response.
To edit the survey, tap Edit.
On the Tasks List page, select Survey, to mark the task as complete.

Perform Promotion Compliance Audit Surveys

Verify the promotion compliance audit status to ensure effective promotion execution and compliance at the store by responding to the questions and saving the responses.

To execute promotion compliance audits, enter your hub credentials when you sign in to enable download of the templates.

To carry out a promotion compliance audit:

On the Landing page, tap Accept route followed by Start route.
On the Landing page, tap the Appointments subtab.
Tap Check In to an appointment.
Select Promotion Compliance Audit task on the Tasks page.

The lists of promotion compliance audit surveys for an account are displayed.
Tap a survey to view its details.
Fill your responses for the survey and click Save and Close.
To edit the survey, tap Edit.

Note:

Saving a survey writes the results to the survey history for the associated account. The last response for a survey is visible on the survey history.