Create custom qualifying questions in Capture app

How to create custom qualifying questions in Capture app

Exhibitors using the Capture App are able to add their own qualifying questions to complete after capturing a lead. These questions are synced across the team.

Note: If adding a new qualifying question, this question will only apply to all leads captured after its creation. Also, if a qualifying question is deleted, all data related to that question will be lost.

  1. Click Manage on the home screen
  2. Select Qualifying Questions from the list of options
  3. Click + to add a new question
  4. Select the type of question you wish to add
    1. Star Rating
    2. Yes/No
    3. Date Picker
    4. Long Text
    5. Short Text
    6. Checkbox
    7. Multiple Choice
  5. Add the Question and, if applicable, the response/s
  6. Click Save