How do I qualify a prospect or client before we meet?

First guide your client through a questionnaire and determine on the basis of the answers with whom and which type of appointment is made.
1. Log in as application manager.
2. Click on the ‘Questionnaire’ menu. A page with table ‘Questionnaire’ appears.
3. Click on the ‘Add’ button to create a questionnaire. A “Questionnaire Wizard” page appears with step 1 “Enter the questionnaire”.
4. Enter the required fields. Choose ‘Make appointment’ the selection choice ‘derived from the questionnaire’. (NB: it may happen that the word “Appointment” is adapted to your technical jargon) If necessary, click on the “Help” button in the toolbar for more help about the input fields.
5. Click on the’Next ‘button. A ‘Questionnaire Wizard’ page appears with step 2 ‘Enter the questions’.
6. Select the already available questions by entering part of the question content or click on the ‘Create new question’ button. Repeat this step until all questions have been entered. If necessary, click on the ‘Help’ button in the toolbar for more help about the input fields.
7. If in step 1 for ‘Questionnaire style’ the selection choice ‘decision tree structure’ has been chosen, click on the’Next ‘button. A “Questionnaire Wizard” page appears with step 3 “Define the follow-up action”. If necessary, click on the ‘Turn off answer’ button and check whether the correct actions have already been defined. Optionally click on an action link and change its contents. Repeat this step until all follow-up actions have been defined. If necessary, click on the ‘Help’ button in the toolbar for more help about the input fields.
8. Click on the ‘Save’ button.
9. Perform the procedure’ Promote online appointments on your website’ on your website and select ‘Content & Make an appointment’ from the ‘Widget type’ list box.