How to view notes and survey forms

If you want to view the notes left by the scheduler in the account, please follow the process below:

1. Go to Opportunities

2. You may search the name of the lead on the quick search box on the upper right corner.

3. Then click on the lead’s name.

4. This should direct you to the lead’s QuickConnect profile.

5. On the upper right hand, there are different categories you can choose from - Activity, Task, Notes, and Appointment

6. Choose Notes. All the notes left by the scheduler should be there.

If you  have an active quiz funnel campaign and you want to view the survey responses of each lead, please follow the process below:

1. Go to Opportunities

2. You may search the name of the lead on the quick search box on the upper right corner.

3. Then click on the lead’s name.

4. This should direct you to the lead’s QuickConnect profile.

5. On the upper left hand, there are different categories you can choose from - Contact, General Info, and Additional Info

6. Choose Additional Info then click on Hide Empty Fields.

7. All the answers of the lead should show up there.