Introduction

The questionnaire function allows you to customize and create common questions to ask your leads on phone calls. You can fill out the questionnaire during each call and have the answers to the questions saved to the lead profile.

Note: You must have a call package to access this feature.

Summary

• Create a Questionnaire
• Use a Questionnaire
• Accessing the Questionnaire Answers

Create a Questionnaire

Access the questionnaires settings page by clicking going to Personal Settings > Communication> Call & Text>Questionnaires.

Click the + Add button to create a new questionnaire. Add the Questionnaire Name and Description for future access and use. Click + Add Question to add a new question. You can choose from three different types of questions (text box, multiple choice, or single choice). Type in the question(s) and then click the Create button to continue.

Repeat the previous step to build your questionnaire. When finished, click Save. Once built, you can view, edit, or delete your questionnaires.

Use a Questionnaire

After creating the questionnaire, you can select which questionnaire to use before you begin a call list. 

The questionnaire selected will be shown to the left of the dialer panel when the lead answers the call:

Accessing the Questionnaire Answers

To review the answers that were saved for each questionnaire that was completed during phone calls, simply click on the option to view the call result and the data will appear as seen in this screenshot below:

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by a chat with us through your Lofty CRM. 

Related terms: call questions, questionnaire