We know not all your clients are tech-savvy and some would prefer you gather information face-to-face. That’s why once a Questionnaire is created, we make it easy for you to print out the questions as a Word document, including spaces to fill in answers if required.
How do I download or print a questionnaire?
To download or print a questionnaire:
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 questionnaire you would like to download
Click Merge Questionnaire. The questionnaire will download for you to open in Word for you to edit or print.
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