Settings > Quotation Calculator > New

Name your calculator

Click > Add purchase question

InTouch add a question, quotation calculator

Fill in the pop up box as follows:

InTouch quotation calculator purchase questions

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