Answer the surveys shown in a visit while executing the visit. You can answer the survey
only in the data type that's defined in the job definition template. You can add new products to
the survey list. Additionally, you can use the filter option to quickly search a product for which
you need to record a survey answer.
Required Editions
| Available in: Lightning Experience in Professional, Enterprise, and
Unlimited Editions that have Consumer Goods Cloud enabled
|
| User Permissions Needed |
| To answer surveys: |
CGCloud Supervisor
OR
CGCloud Retail Supervisor User AND CGCloud Retail User
OR
CGCloud Sales User
OR
CGCloud Retail Sales User AND CGCloud Retail
User
|
If you’ve access to visits, you can review answered surveys for a completed visit even if
the surveys aren’t valid on the current date. For example, if a survey isn’t currently valid for
a visit but was valid when the visit was completed, then the system shows the surveys for the
completed answers. Similarly, if a product assortment isn’t currently valid for a visit, but was
valid when the visit was completed, then the system shows the surveyed products. But if a product
is deleted from the database, the product isn’t shown even if it’s added to the visit
survey.
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In the Consumer Goods offline mobile app, from the store cockpit, tap Capture
Surveys.
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In the Products section, select a product record. You can scan a product’s barcode to
quickly get a product’s detail. Use the Scan Product option to use an external scanner.
The surveys for the product are shown in the Questions section.
-
Enter an answer.
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To save the preset answer, tap Done.
The preset answers are auto-populated.
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Tap the back button to go to the store cockpit.
