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Topics#Sales And MarketingQuestion de Client Care BluePort
Client Care BluePort (BluePort Capital Corp.) a posé une question dans #Sales And Marketing
10 mars 2011, 23:03

lead Questionnaire

As part of my lead qualification process, I need to record certain information from the client.

 

Current process is that a piece of paper is used to record the 12 questions required for provincial compliance regulations.

 

If the lead was refered to us for particular product we offer, we then have to ask the Lead what they know about the product, then correct any miss understandings and disclose 5 statements about the product.

 

I would like to have a link for a pop up for a scrip for the User to read for the welcome call and for each product... this way I can centralize the scrip for each product and each call they will have the most recent script.

 

As part of this information in the questionnaire, I would like to use as lead scoring and lead ranking when the lead is converted to an account.

 

Question:

 

  • Is it best to set up a new section with these various questions and some help text?
  • I have looked all over the place, is there a way to put a hyper link on a page layout to a PDF file?
  • When I convert a Lead to an Account, do I have to map all of this information to the Account section too or will the User have access to it?
  • On Clicking Convert, is there a way to automatically create a report of the questionnaire and send it to a  PDF File to be printed or saved?

If there are any links to places on SF, please include in your answer, makes things so much faster.  As always, thanks for the help of the community... once I learn more, I will be back to help.

 

Thanks

 

Mark
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