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How to Send a Questionnaire to a lead
How to Send a Questionnaire to a lead
Maria avatar
Written by Maria
Updated over a month ago


How to Send a Questionnaire to a lead

2. Contacts > Clients

3. Select an event you want to create a questionnaire for

4. Click "Questionnaires"

5. Click "Create New Questionnaire from Template"

6. Select the questionnaire template you want to use

7. Click Yes

8. Select the recipient > Send


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