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Sample Report that displays Scorecard Questions with Answers (Questions and Answers)
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Info |
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NOTES:
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Question Type | Answer Field | Object | Note |
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Text | Text Answer
| CP: Deal Question AnswersAnswer | |
Rich Text | Rich Text Answer
| CP: Deal QuestionsQuestion | |
Scoring | Score
| CP: Deal QuestionsQuestion | |
Yes/No | Answer
| CP: Deal QuestionsQuestion | Can have additional Text answer |
Yes/No with Answers | Template Answer: Answer Preview
| CP: Deal Question AnswersAnswer | Can be Single Select or Multi Select |
Answers | Template Answer: Answer Preview
| CP: Deal Question AnswersAnswer | Can be Single Select or Multi Select |
Field | Select the Picklist from your Org | Location of your Picklist - possibly on Opportunity | Can have additional Text answer |
Contact Tracking | Contact
| CP: Deal Question AnswersAnswer | Lookup Field |
Opportunities with Scorecard Questions and Tasks (Actions)
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