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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?
Go to Smokeball
Click on New Lead
Enter a Client name and email (minimum fields required)
Add in 'Family' as the lead Type
Click the ‘Send Questionnaire’ checkbox
A 'Send questionnaire pop up will appear - choose whether to send this via Communicate or via email.
Click ‘Send’
How do I use the Questionnaire button to send the FamilyProperty Questionnaire?
Go to Smokeball
Click on New Lead or New Matter
Enter a Client name and email (minimum fields required)
Add in 'Family' (for a lead) or choose matter type (for a matter).
Click on Create & Open
When the lead/matter is created, click on the ‘Questionnaire’ button.
Click ‘Send’
A 'Send questionnaire pop up will appear - choose whether to send this via Communicate or via email.
Click ‘Send
Questionnaire button
Send Option
