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Best process for agent to do a questionnaire for each lead.

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Our company gets a lot of leads, our agents call those leads and they perform a questionnaire to make sure the lead qualifies for the next step. They ask series of 10 - 20 questions, some are logic based. 

Ex. If lead says yes to question 2, then they jump to question 5 etc. 

 

Management wants an easy way to see the answer to those questions on each lead as soon as they open the lead. 

Is it possible to add a tab t other main page of the lead? What other recommendations do you guys have?

 

I was hoping there was a way to add a tab, and have all the info there. 

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Q: Is it possible to add a tab t other main page of the lead??

 

Short A: No.

 

Longer A:

Modifying the HubSpot interface in the fashion you describe isn't an option. Yet! (maybe one day ... only HubSpot knows)


Right now, the best option may be to paste the questions/answers into a note and pin that note to the top of the appropriate contact record.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


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MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

HubSpot Smart Pages

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Highlighted
Community Thought Leader

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Is it possible to add a tab t other main page of the lead??

 

Short A: No.

 

Longer A:

Modifying the HubSpot interface in the fashion you describe isn't an option. Yet! (maybe one day ... only HubSpot knows)


Right now, the best option may be to paste the questions/answers into a note and pin that note to the top of the appropriate contact record.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

HubSpot Smart Pages

hubspot-solutions-signature-pricing-options-v01.png

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