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Mitratech Success Center

INSZoom:-Prospect Intake Sheet

Prospect Intake Sheet

This questionnaire can be set up and used to capture information from prospective clients.

 

First, navigate to 'Setup' and then 'Settings' in the main left menu. From there, select 'Organization Tools' in the left menu:

From there, you select 'Intake Sheet Templates'. In this page you'll be able to review all the different intake information items you want to collect. Additionally, you can select the checkbox for 'Questionnaires' to have that included in your intake section. You can add, and review, questionnaires as well under 'Intake Sheet Questionnaire':

 

If you'd like to create this intake sheet as a section of your website, you can do so by going to 'Prospects' in the main left menu, and then to 'Individual' in the left menu. You'll see a section titled 'Generate Prospective Link For Your Website-Individual'. Select 'Generate' to create a link that you can embed into your own website:

 

 
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