You can design customer surveys using the web portal, and then carry them out using the SalesIn app while in front of your customer.
From the Main Menu, tap on Surveys.
From here you can see any completed (or partially completed) surveys listed (and tap to edit those), or you can create a new survey by tapping on the + button (top-right) and selecting a Customer.
Once the customer has been selected, you can choose your Survey – or if you only have one survey, it will be automatically selected for you.
Other fields in this screen are:
After going through the above steps, tap on the Start Survey button.
You will see the sequence of questions and answer types that you have designed using the web portal, and you can now collect the information from your customer.
Tap Done up the top-right to save the results of the survey and return to the list of completed surveys.