Skipping Questionnaire for a Deal

Procedure

To skip questionnaire for a deal:

  1. Ensure that the Questionnaire zone is expanded in the Deal Information screen.
  2. Click the Skip Questionnaire button in the top right corner of the Questionnaire zone.
    A message appears confirming whether you want to skip the questionnaire.
  3. Click OK.
    The questionnaire is skipped.
    Tip: Alternatively, you can skip a questionnaire by clicking the check box corresponding to the Skip Questionnaire field in the Deal zone of the Deal Information screen while defining a deal.

Related Topics

For more information on... See...
Questionnaire zone Questionnaire
Deal Information screen Deal Information
Deal zone Deal