Filling out a questionnaire
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Filling out a questionnaire
Your system administrator has configured the Questionnaire tab to guide you in gathering information about your customers. . The Questionnaire tab is available for companies with a CRM Type other than UNKNOWN in the company profile header.
Your Questionnaire will be different from this example; however, by default, the tab has four sections.
A
The Questionnaire Options section contains check boxes with a true/false or yes/no value.
B
The Questionnaire Notes section contains free form text fields. Notes are limited to 1024 characters. To create text in a notes field, click in the field with your mouse and begin typing.
C
The Questionnaire Revenue Projections fields can help assess the potential increase in revenue from a prospect.
D
The Questionnaire Load Projections fields can help determine present and future equipment needs.
Note: Contact your system administrator for information about the Questionnaire tab.