How to Collect Qualification Information from your leads before the call / schedule request?

Article1 min readUpdated Feb 23, 2025View source ↗

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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