Watch as we create a new discovery template based on a new lead type and add additional help info.
See how discovery templates are added/updated from the lead view for sales team clarification.
Discover how customers can view/update their answers on their dashboard; providing additional insight.
Discovery quesionnaires are created to get additional details based on a lead type. These are common questions that can help your sales team tailor a custom quote more effectively.
Each question has help text that can give additional instructions on how to answer the question.
With many leads and quotes in your system, this tool helps you quickly identify customer pain-points and quickly determine resolutions.