Skip to main content
Mitratech Success Center

INSZoom:-Prospect Intake Sheet

  1. Last updated
  2. Save as PDF

Prospect Intake Sheet

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

  1. Navigate to 'Setup' and then select 'Settings' in the main left menu.
  2. Select 'Organization Tools'.

clipboard_eb1b8357b1f90747aac8aeda073042107.png

clipboard_eb6828d973aa4fea168e6b8756b623676.png

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'.

clipboard_ed9034cda7bee0c0c3bb2ee084a39842a.png

 

To create intake sheet as a section of your website:

  1. Go to 'Prospects' in the main left menu.
  2. Click 'Individual' under Setup.
  3. Section will display the 'Generate Prospective Link For Your Website-Individual'.
  4. Select 'Generate' to create a link that you can embed into your own website.

clipboard_e73418d68131d0b45d17be2c27ddf80ae.png

clipboard_eda7a1055d57ffa280c456a34989f83a8.png

 

 
  1. Back to top
  • Was this article helpful?

Recommended articles

  1. Article type
    How-to
  2. Tags
    This page has no tags.