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Utilize the [Notes] Step for Additional Questions
Utilize the [Notes] Step for Additional Questions

Learn how you can use SALT's "Notes" Form step to ask for additional info from the prospect.

Updated over a week ago

The Notes form step is a free-form, fully customizable text field allowing you to ask your consumer for additional information or provide helpful recommendations.

Below, you'll find a few suggested ideas on how you can use the Notes step within a SALT form.

  • Create a numbered or bulleted list of documentation needed

  • Hyperlink to an outside source

  • Ask additional questions not provided within the SALT database

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