Questionnaires provide an efficient way to collect data from clients as well as assisting you to meet your compliance responsibilities. You can attach a questionnaire to an opportunity in seconds using Mercury Nexus.
How do I add a questionnaire to an opportunity?
In the CRM app select Opportunities from the main left-hand menu.
Open the relevant Opportunity.
Navigate to Questionnaires in the sub left-hand menu.
Select +Add
Search for the appropriate questionnaires, highlight and click Choose. The questionnaires will now be visible in the list.
How do I send a questionnaire to my client?
To email the questionnaire to your client:
In the CRM app select Opportunities from the main left-hand menu.
Open the relevant Opportunity.
Navigate to Questionnaires in the sub left-hand menu.
Highlight the relevant questionnaire.
Click Send Email.
Ensure the correct applicant is listed and check the Invite
Click Send.
