Streamline your deal qualification process in Onboarding forms

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foreign [Music] form is a unique feature that will allow you to transform your checklist into a dynamic workflow let's say that some steps of your checklist are applicable in certain cases and you don't know if you should build several processes or not qualification forms would probably help you to stick to a unique process while managing effectively all specificities involved automatically and from one place concrete example in our client onboarding process we need clients to submit a couple of documents but some only apply to a certain type of client or business what we could do is using a qualification form to ask new clients whether they are individuals or professionals and when if they answer professionals we're going to request the list of documents required for professionals this way the experience of each group of clients whether individuals or businesses will still remain frictionless and accurate which is great for conversion all right let's add a qualification form into our process from your process page click on the add new steps blue button to add the online form step we can either import an existing form that we've created and saved in our account toolbox or just go with a blank form let's name our form module and select one of our existing forms we're going to be redirected to the form Builder where I'm just going to add a new field to capture the information regarding the client's profile type that we discussed earlier now let's go back to the checklist [Music] I'm going to map the answers with documents that apply when the client confirms that they are a business entity for this step we'll use the conditional display feature we need to apply a rule to business related required documents that will help the system only show these documents when the client mentions that they are a business entity in our form module lastly I'll head over to the configuration tab and click on client profiles to activate my qualification form let's preview our work as you can see our qualification form is showing first because we want to capture this key information about the client's profile before we readjust the checklist to match their answers and ultimately their situation qualification forms are very powerful as soon as you're able to capture the information you need into a form you can use that to dynamically readjust the checklist to match the end user's experience it's your turn go to your account and list in your qualification form all the key questions that need to be answered before your end user starts your workflow [Music] foreign [Music]