Unlock a powerful insight - what features your prospects are interested in.
Create an Interest Demo
+ Create new
. For Start by
select
Generating interest demo
. We recommend using Interest levels
forms for
sales use cases to collect the level of interest a prospect has in
different features.Select Interests
Interests
are product or feature areas that a prospect might be interested
in. (ex. Payments, Credit Cards, Corporate Spending, Payroll, etc).You will be generating a flow (5-15 steps recommended) for each Interest.Edit your generated flows
Create demo
an Interest Level form will be added to the first flow, a flow will be created for each interest, and a checklist task will be created for each flow.Now you can open and edit each flow to complete the demo.