Delete a survey - Investment Management

Modified on Wed, 14 Oct at 3:34 PM

1. Click the profile in the upper right corner, then Company Setup.


Company Setup in the profile menu


2. Click Surveys in the top menu, then click the bin icon on the row of the survey to delete.

Bin icon on the survey row

3. Confirm the deletion. Any associated surveys sent to companies are also deleted. 


Confirm the deletion


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