How do I edit or resend a survey invite?

Resending/Editing a Survey Invite

  1. Go to the record for the mentor, mentee, or contact.

  2. Click on the Survey tab on the bottom portion of the screen.

  3. Click on the appropriate survey invite so that it is highlighted in yellow, then click the Edit button on the bottom of the screen. OR Double click on the appropriate survey invite.

  4. Make the necessary modification and click Save and Send or Save.