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.
Where Can I Find Discovery Phase?
In the side navigation menu go to the Lead Manager
Choose the specific lead to whom you want to send the questionnaire.
Once selected, you'll be directed to the lead's page, where you'll find the Discovery Phase option.
Before Answering the questionnaire, if you're unsure which questionnaire to answer or haven't created any questionnaire yet, don't worry! We have default questions available for you to answer
If you're interested in learning how default questions work, click here.
If you prefer to create a customized questionnaire for your lead, click to see how to create a custom questionnaire.
And if you're unfamiliar with what a questionnaire is, click here for an overview.
In the Discovery Phase,
Click "Send Questionnaire".
Then choose whether you want to send a custom or default template.
Based on your selection, pick the specific questionnaire you wish to Answer to your lead
Only questionnaires that you have created and not hidden will be visible. If you cannot find a questionnaire you created, it may be hidden.
To reveal it, visit the Template Center > Questionnaire, and enable the "Show" option for that questionnaire.
If you still cannot locate the questionnaire on the Questionnaire page, don't worry.
We have the "View Trash" option for you. Head to the Template Center, choose Questionnaire, and locate the "View Trash" option beside "Create New".
Click on it, choose the desired questionnaire, select the "Restore" option, and it will be reinstated in the custom template.
If you're still unable to Find the questionnaire, consider these two scenarios:
permanently remove the questionnaire by deleting it from the "View Trash" section.
If you forget to save the questionnaire during creation,
If you want to preview the questionnaire click preview
if you finalized, then click confirm.
On this page, you will see the selected questionnaire, and if needed, you can change it.
Here, you'll learn how to Answer on your own If you're curious about how to send the questionnaire works, click here.
How to Answer by Own:
When selecting "Answer by Own", the chosen questionnaire will be presented.
You can answer the questionnaire by interacting with the lead via phone call, in a meeting, or through your preferred method.
Once you have provided your answers, click "Submit".
The submitted version can then be viewed in the Discovery Phase.
Where can I find the answered questionnaires?
In the Discovery Phase, you'll find two sections: "Send via Email" and "Answer by Your Own".
Select the Answer by own
Questionnaires answered directly by you will be listed under "Answer by Own".
After selecting "Answer by Own", you'll see the questionnaires you have answered.
Click on a specific questionnaire
Edit: Edit your answers, and once done, click "Submit" to save the changes.
Preview: click preview to see the answered questionnaire.
Delete the Answered questionnaire if needed.
Responding to questionnaires through direct connection with leads provides a more customized way to acquire valuable information.
By following these practices during the Discovery Phase, you may efficiently manage and respond to questionnaires, promoting successful communication and collaboration with your leads.
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