Send & Open the Questionnaire

You will be able to use the Questionnaire button to open the Questionnaire from your Smokeball matter or lead. Instructions 1. Go to Smokeball 2. Open a lead or matter 3. Click on the ‘Questionnaire’ button. 4. Click ‘Open’. Questionnaire button Open button

You will be able to use the Questionnaire button to resend the Questionnaire using the Questionnaire button>re-send. This will reset access to the Questionnaire if your client has previously submitted it. Instructions 1. Go to Smokeball 2. Open a lead or matter 3. Click on the ‘Questionnaire’ but

There are two options: 1. When you are creating a lead you can use the ‘Send Questionnaire’ checkbox; or 2. When you have created a lead or a matter, use the Questionnaire button. How do I use the Send Questionnaire checkbox? 1. Go to Smokeball 2. Click on New Lead 3. Enter a Client name and em