WATCH: Creating Discovery Templates and Applying to Leads
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Watch as we create a new discovery template based on a new lead type and add additional help info.
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See how discovery templates are added/updated from the lead view for sales team clarification.
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Discover how customers can view/update their answers on their dashboard; providing additional insight.
Create simple questionnaires
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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.
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Each question has help text that can give additional instructions on how to answer the question.
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With many leads and quotes in your system, this tool helps you quickly identify customer pain-points and quickly determine resolutions.
