Add a Discovery Form to the Pitch to take Feedback from the Prospect
You can take feedback from the client through a discovery form.
This discovery form appears at the end of the Sales pitch.
These questionnaires are made separately and stored.
To complete the pitch you simply add a pre-made discovery form.
Click and choose a form.
You see a preview.
If you wish to change to another form, simply select another.
The last form selected is added to the pitch.
Click Done.
You can preview the pitch by clicking the Preview button.
The preview opens in a new tab.
To finish the pitch creation process,
Click Finish and Save.
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