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Prospect Qualification Questions

Go to Apps > Income Calculator > Prospect Qualification Questions


1. Are Answers Mandatory?

  • This toggle determines if the Prospect Qualification Questions are required or voluntary. If active the user must answer the questions to continue to the final submission screen.
    • Click the checkbox activate. 

2. Questions 

  • Create custom questions to increase lead qualification and learn more about the lead. 
    • This is not a mandatory field. 
  • Number of questions: 4
🚹Important: There is a 60 character limit per field. 
  • “X”: At the end of each question field is an “X.” Click this element to delete the current question.

  • Down Arrow: Future Feature - When available a user can select from a pre-determined set of questions.

3. Click the "Save" button to save changes. 


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