Settings > Quotation Calculator > New
Name your calculator
Click > Add purchase question
Fill in the pop up box as follows:
Give your question a name
If you feel you need to add more details, write a more detailed description in this “notes” section.
Choose the answer “Type”. For example text, numbers, check box or multiple choice (radio).
You must add a data marker, this will ensure the data entered will be carried through InTouch into all future e-mails and letters.
Tick the tick box if the prospect must answer this question.
Choose which position you wish to ask this question.
Click > Create