Skipping Questionnaire for a Deal
Procedure
To skip questionnaire for a deal:
- Ensure that the Questionnaire zone is expanded in the Deal Information screen.
-
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.
-
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 |