Discovery Templates

WATCH: Creating Discovery Templates and Applying to Leads

  • 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 Templates in Logic

Create simple questionnaires

  • 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.

Edit Discovery

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