Create Discovery Question

Add a new question to the client discovery questionnaire.

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Helpful tips
  • Select a category to get the next available code and order.
  • Link to a token if this answer should fill a token value.
  • Questions show in order within each category.

Select a category first and we will suggest the next code.

No token mapping added

Answers can populate one or more token values.

Next position in this category: 1

Questions in each category are shown from lowest number to highest. Most of the time you can keep the suggested value.

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