Utilizing Auto Expiry for Questionnaires

Automatic Questionnaire Expiry – Keep Responses Timely

Automatic questionnaire expiry helps you stay on top of responses by setting a default expiration date for all questionnaires once they are sent, ensuring timely follow-ups and organized tracking.

Where to Find Auto Expiry – Quick Access

• Accessing and configuring the questionnaire auto-expiry settings is straightforward.

What You Can Do Here

1. Click Settings in the top-right menu.
2. Select Preferences from the dropdown.
3. Go to Lead, then choose Questionnaire to adjust the default expiration settings.

Pro tip: Regularly checking the Preferences section helps you keep all lead and questionnaire settings centralized and consistent.

Enabling Auto Expiry for Questionnaires – Keep Responses Timely

The portal lets you automatically manage questionnaire deadlines, ensuring timely submissions and reducing manual follow-ups.

What You Can Do Here

• Within Questionnaire Settings, toggle the option to Enable Auto Expiry.
• Set the desired number of expiration days for questionnaires to define their active period.

Pro tip: Use auto-expiry to maintain structured timelines—this keeps responses organized and helps teams act promptly.

Manual Expiry – Tailor Deadlines for Specific Leads

The portal gives you flexibility to customize expiration dates for questionnaires or proposals, keeping your workflow organized and efficient.

What You Can Do Here

• For specific leads needing unique deadlines, use the Manual Expiry option.
• Set custom expiration days for individual cases while keeping the default for others.
• Whether using default or manual settings, this ensures timely responses and smooth lead management.

Pro tip: Apply manual expiry selectively for high-priority leads—this maintains control without disrupting the overall workflow.