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How to Collect Qualification Information from your leads before the call / schedule request?
How to Collect Qualification Information from your leads before the call / schedule request?
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Written by Sathish. Updated over a week ago

This feature enables you to collect extra data about your clients.

1. By having a set of information on your customer during the call is valuable for every call representative.

2. Here you can decide if you want to display Basic & Custom fields on which widget tab and also you can decide if you want to show it either before, during or after the call.

3. You may access Widget >> General Settings

Available fields:

4. Update the above information and then you can "close".

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