I would like to know if there's a solution to help me with a sales process please.
I want to give our sales team a simple survey to complete where they will mark off what services the customer wishes to proceed with in their initial meeting.
We then send the customer a much more detailed questionnaire asking for more details to progress their order.
Ideally, i only show them the relevant sections, so if they don't want website design then I don't ask for information about that. So essentially after a logic flow between surveys.
Eg, if customer wants services A,B,E then send next survey hiding sections C & D.
I am comfortable with Zapier if that's an option.
Best answer by LizView original