How do I create a client questionnaire in Prolegis?

To add a question to your firm's questionnaire, go to Real Estate > Settings > Questionnaire (Questionnaire Set Up)
Click +Question
To see the content of the question, click the down chevron
Select the Type of Answer (short answer, long answer, multiple choice, heading or explanation only, etc)
Select the matters the question will apply to
Select whether the question will be visible to the client
Select whether the question will only be visible based on the response to a different question (Conditional)
Type your question. If it is multiple choice, add the different options using the +Choice button
Click "Save" when complete

Oboard your client directly through your Prolegis portal. Build you firm's custom questionnaire right in Prolegis.