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Creating Questionnaires in LevelUp Masters

This tutorial shows you how to use the Questionnaire feature. You’ll learn how to build forms that capture client information, qualify leads, and simplify your intake process.

The Questionnaire feature in LevelUp Masters makes it easy to collect structured information from clients and leads. Whether you’re onboarding new customers, qualifying prospects, or gathering feedback, questionnaires give you a flexible tool for capturing the details you need. Responses are automatically tied to contact records in your CRM, so your team has instant access to the data. With customizable formats and conditional logic, you can create simple or advanced questionnaires tailored to your workflow.

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