A questionnaire is a reusable set of questions you build once and run against any client. Use them for needs analyses, intake forms, fact-finds, qualification screens — anything where you ask the same questions of multiple clients and want the answers saved on each profile.

Questionnaires live at the agent (user) level — you build and own them, and the answers save against each individual.

Each questionnaire is made up of one or more questions. Each question has:

• A question text (what the client or agent reads)

• A type that controls the input shown:

- Text — free-form short answer - Number — numeric input - Date — date picker - Yes / No — two buttons - Select — dropdown of options you define

• An optional required flag

A questionnaire can run in two ways:

• Linear — every question is asked in order. This is the default and requires zero setup.

• Branching — answers can route the client down different paths (e.g., a "Yes" goes to one follow-up, a "No" goes to another). Configure routing in the Flow tab inside the questionnaire builder.

If you don't configure any routing, the questionnaire just runs straight through, top to bottom.

Open the Client Portals page and click the Questionnaires tab. From there, hit New Questionnaire, give it a name, and start adding questions.

Three things:

1. Plug it into a client portal so a client fills it out themselves on the web.

2. Run it standalone from any profile, agent-driven (over the phone, in person, etc.).

3. Share it with your downline so other agents in your hierarchy can use it (or clone it as a starting point for their own).

Each of these is covered in its own article.