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Qualification Questions
Select predefined questions or create custom questions to obtain more details about the lead, discover what the lead might be looking for, and where the lead is in their purchase journey. Prospects have 5 minutes to complete the Qualification ...
Predefined Questions and Answers
Clients within the same business category or industry often seek to obtain similar details or information from customers prior to meetings or appointments. You can create predefined questions to save your clients some time. Predefined questions can ...
Lead Details Page
Be Prepared. Dial-in on customer preferences and must-haves before they step foot in the door. The Lead Details Page includes customer contact information, each customer's unique journey, any Best Price Now recommendations, claimed offers, scheduled ...
Income Calculator Overview
Pre-qualify customers based on custom qualification values and limits with three (3) quick questions: gross annual income, household size, and desired floor plan. Customers can be pre-qualified from the start! Simply enter the maximum income (100% ...
Text Formatting Toolbar
Format the confirmation email text to match company branding. The Text Formatting Toolbox Text Size Choose from Heading 1, Heading 2, Heading 3, and Normal text sizes to customize the confirmation email. Bold Increase the font weight ...