Managing CRM and Mapping Surveys in Startup Space

Select the Members dropdown menu and choose CRM Settings.
View the existing CRM fields (highlighted in green box), which can be moved, edited, or deleted using the icons provided (highlighted in red boxes).
To add a new field:
- Click Add New.
- Enter a title and select whether it will be a dropdown or a textbox field.
- Click Add.
For dropdown CRM fields, click the Add button next to the field to add options.
- Use the plus (+) button to add multiple options.
- After entering all options, click Save.
To map survey data to the CRM:
- Click the My Community dropdown and select Surveys V2.
- Click Create Blank Survey to add a new form, then add a question.
- Go through the necessary fields as you would normally do in creating the survey.
- Scroll down to the Designer section and Add Question.
- Type in your question and choose single line input for textbox CRM fields.
  - Go to the General tab (highlighted in green box), find the CRM Field Mapping dropdown, and choose the appropriate CRM field to map.
- For dropdown question, choose dropdown.
  - Go to the General tab, find the Load CRM Options dropdown, and select the field you'd like to map.

This tutorial walks you through the steps to manage CRM fields and map survey data to the CRM system in Startup Space.