You will be able to use the Questionnaire button to resend or open the Questionnaire from your Smokeball Matter.
If you use the resend button, this will reset access to the Questionnaire if your client has previously submitted it.
To do so:
Go to Smokeball
Open a Lead or Matter
Click on the Questionnaire button.
Click Resend or Open.
If you have pressed resend, a 'Send questionnaire' pop up will appear - choose whether to send this via Communicate or via email. Click Send.
- If you have clicked Open, the Questionnaire will open in a new pop up.