Learn how to create and use lead qualification forms to streamline your lead management, prioritization, and follow-up processes! In this tutorial, we'll guide you through setting up standardized questionnaires using the Qualifications Tab, ensuring you capture all essential information from your prospects.

🔹 Topics Covered:
00:00 - Introduction to Lead Qualification Forms
00:31 - Importance of Standardized Questionnaires
01:02 - Building Your Qualifications Questionnaire
01:37 - Field Mapping for CRM Integration
02:07 - Exporting to CRM (Monday.com, Salesforce, etc.)
02:38 - Adding Multiple Choice and Free Text Fields
03:10 - Managing and Editing Questionnaires
03:43 - Assigning Questionnaires to Team Members
04:17 - Adding Workflows and Automations

🔹 Key Benefits:
Efficient lead management
Prioritize high-value leads
Seamless CRM integration
Customizable questionnaires for various needs
Automated workflows for enhanced productivity
Maximize your lead qualification process and ensure no vital information is missed! Subscribe for more tutorials on lead management and sales optimization.

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