Thanks to Cxperium CRM Feature, we can send a survey to the targeted group of people or to a single person.
- Firstly, you should go to “TAGS”
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- Click the New Tag
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- Choose your tag type – For Contact Group, you should select Contact Tags
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- Enter your Contact Name ( Document Contact Tag), Select your tag colour(Green) and Save it!
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- Your contact will be seen like this
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- Go back to your Contact List
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- Click the “+” button to add a new contact
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- Click the Add Contact
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- Fill the necessary information
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- You can add your tag while creating a new contact
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Or update your contact list by editing the contacts with those steps
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