If you'd like to ask your client a question that's not yet offered within the SALT library, you can utilize the Notes form step to do so.
The Notes form step is a free-form, fully customizable text field located within the [Conclusion] category of a form.
Below, you'll find a few suggested ideas on how you can use the Notes step to accomplish more with your SALT forms.
Create a numbered or bulleted list of documentation needed.
Hyperlink to an outside source.
Ask additional questions not provided within the SALT database.
Provide helpful recommendations to your prospects.
🎥 Tap here for a tutorial video on asking additional questions with the 'Notes' form step.