How do I create a new Client Discovery?

← New: Managing Client Discovery
First and foremost, ensure that you have discussed Client Discovery with your sales professional if you have not yet. It is an add-on feature with value to those who are wanting to improve their discovery process.

Secondly, once Client Discovery is triggered on it will show Discoveries and Clients over in the left sidebar.



When you first begin you will need to designate Client Companies & Contacts find out more about this here.



When you first begin you will need to designate Client Contacts find out more about this here.



Additionally, you can add a client in the midst of the creation of the Client Discovery, see how to do that here.

New: Managing Client Discovery

  1. What is Client Discovery?
  2. We've been invited to a Discovery. Where is my invitation email?
  3. How do I add Client Contact or Company?
  4. How do I create a new Client Discovery?
  5. How do I add Clients on the fly?
  6. How do I link a Client Discovery to an RFP?
  7. How do I make client responses to Sections/Questions visible or not to Vendors?
  8. How do questions that have been marked as Visible appear to vendors?

Feedback and Knowledge Base

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