Answering Questionnaires by Interacting with Leads

In the Discovery Phase, where you can engage with leads by answering questionnaires directly. This article will guide you through the process of answering questionnaires by interacting with leads.

Discovery Phase – Sending or Answering Questionnaires

The Discovery Phase is your space to ask the right questions, capture answers, and better understand your lead’s needs. Whether you prefer sending questionnaires via email or answering them yourself while talking with a client, the Discovery Phase makes it simple and flexible.

Let’s walk through how it works.

 Finding the Discovery Phase

1. In the Side Navigation Menu, go to CRM > Lead Manager

2. Select the specific lead you want to work with

3. On the lead’s page, you’ll see the Discovery Phase option

 Not ready with a custom questionnaire? Don’t worry!

• Use default questionnaires (already provided for you)

• Or, learn how to create a custom questionnaire

• Need a refresher on what questionnaires are? Click here for an overview

Sending a Questionnaire

Inside the Discovery Phase:

1. Click Choose Questionnaire

2. Choose between:

   • Default Template (ready to use)

   • Custom Template (your personalized version)

3. Select the questionnaire you’d like to send

 Can’t find your questionnaire?

• Go to Template Center > Questionnaire

• Enable the Show option

• Or check View Trash and click Restore

If it’s still missing, it may be because you:

• Forgot to save it while creating

• Permanently deleted it from the trash

 Preview & Confirm

• Click Preview to check the questionnaire

• If you’re satisfied, hit Confirm

• You’ll see the selected questionnaire (and can change it if needed)

From here, you’ll choose:

• Send via Email (deliver it directly to your lead)

• Answer by Own (fill it out yourself in real-time)

 Curious about email sending? Click here to learn how sending works

Answering by Own

If you choose Answer by Own, the questionnaire opens instantly. You can then:

• Answer it while on a phone call, in a meeting, or during any client conversation

• Once done, click Submit

Your answers are now stored and visible in the Discovery Phase.

Where Can I Find Answered Questionnaires?

In the Discovery Phase, you’ll see two sections:

• Send via Email – Questionnaires sent to leads

• Answer by Own – Questionnaires you completed yourself

Within Answer by Own, you can:

• Edit: Update your answers and re-submit

• Preview: View the completed questionnaire

• Delete: Remove it if no longer needed