Mastering the Discovery Phase: Tracking Leads

The Discovery Phase is a crucial stage in managing your leads and monitoring the questionnaires you've sent to them. This guide will walk you through how to track leads and view the status of the questionnaire you've sent in the Discovery Phase.

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 see the status of the questionnaire 

• Once selected, you'll be directed to the lead's page, where you'll find the Discovery Phase option.

if you do not know how to send the questionnaire click here

It will be listed when the questionnaire has been sent.  So, Select the specific questionnaire you wish to view. 

1.  Sent the questionnaire, To review the sent questionnaire, click to view the sent questionnaire 

2. If the lead has responded, you will see the responded questionnaire.

If you prefer not to send reminders manually to leads, you can utilize automation to follow the questionnaire. Click here to explore this feature.

1. If the questionnaire has expired, you will find the option to resend it.

2. Click on "Resend" to resend the same questionnaire.

   1.  Note that if you've made edits to the questionnaire, you'll only be able to send the updated version of the same questionnaire.

By leveraging functionalities like lead tracking, reviewing sent questionnaires, and automated reminders, you can enhance communication efficiency and prevent missed opportunities. 

With these tools readily available, you can adeptly navigate the Discovery Phase, interacting with strong connections and nurturing important relationships with your leads.