Qualification questions are questions your team answers for every lead, such as "When do you plan to buy?" or "How many people go to trade shows?". They show you which leads are hot, and the answers go to your CRM with the lead.
Questions are part of the Event Lead Capture license.
#Add a question
- On dash.swopi.co open Events in the left menu and the Qualifying questions tab at the top.
- Click New question.
- Write the Question and pick the Answer type: Text, One choice, Several choices, Yes / No or Number.
- For choices, fill in the Options.
- Tick Required question if every lead must have an answer.
- Under Where to ask, choose For every lead or Only at selected events.
- Click Add question.
Change the order with the arrows and archive a question you no longer need. Team admins and managers manage questions.
#Follow-up questions
Some questions only make sense after a certain answer. For example: "Do you have a budget for this?" and only after Yes the question "What budget?".
- When you add or edit a question, choose Ask only sometimes.
- Pick the question it depends on. Only questions with choices or Yes / No are offered.
- Pick one or more answers that show the question.
In the lead detail the question appears once the rep picks that answer. A required follow-up question counts toward complete leads only where it showed. Only answers to questions that show for the lead go to your CRM.
#Where questions are answered
- In the dashboard: in the lead detail, in the Qualification section. Each answer saves right away.
- By Swopi AI: when you record a conversation or a note for the lead, Swopi AI fills in the answers. They are marked "Filled in by Swopi AI from the recording". Swopi AI never overwrites an answer a person entered.
#Answers in your CRM
When Swopi sends a lead to your CRM, it adds the answers to the contact note as a "Qualification" block.
#Answers in AI assistants
With the Swopi in Claude and ChatGPT connector the assistant reads the answers. It can rank leads by them, find recurring themes or count how many leads from an event plan to buy within three months.