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Customer Discovery Template
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Customer Discovery Template
Welcome
Overview
Add Companies
Company Template
Survey Questions
Companies
Box
Setup - Will Hide These
Data
Survey Template Data
Add Companies
Step 1 - Add Company
Create a new company by pressing this button:
Add Company
Step 2 - Add Survey Questions
Add survey questions to new company by pressing
Add Survey Questions
Name
Add Survey Questions
Name
Add Survey Questions
1
Box
Survey Questions Added
There are no rows in this table
1
Count
Step 3 - Create the Company Section
Navigate to
Company Template
Click on the three ellipses (...) next to the section title and select
Duplicate Section
Rename the section to the new company name and move it to the companies folder.
Stylize the section by picking a section icon.
Change the Select List on the top of the page to the new company name.
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