Questionnaire

The Questionnaire zone allows you to answer the questions of the questionnaire template associated with the deal type using which the deal is created in the system.

The system enables you to derive reference customers and deals based on the answer provided in the Questionnaire zone.

The display order of the questions in the Questionnaire zone depends on the value set for the Question Display Order field in the Questionnaire Template screen associated with the deal type.

If the question display order is rule based, then the questions appear in the Questionnaire zone based on the answer provided for the previous question.

Note: Click the Previous () or Next () icons to navigate through the questions of a rule based questionnaire.

If the question display order is sequence based, then a list of questions appear in the Questionnaire zone.

Note: Click the Previous () or Next () icons to navigate through the questions set of a sequence based questionnaire.

The mandatory questions in both rule based and sequence based question display orders are indicated by an asterisk (*) sign.

On clicking the Skip Questionnaire button on the top right corner of this zone, you can skip the questionnaire for deriving reference customers or deals based on the answers provided in the questionnaire.

In addition, the Questionnaire zone contains the following buttons:

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