Loading the suggested details for your business type
Add the suggested lead details for your business type again, without losing your own.
Updated
A new workspace starts with the suggested details for its business type. You can pull them in again at any time: in the Lead details section of Orders & leads → Questions, click Load suggested details for and your business type, then press Save details to keep them.
It only adds details you don't already have. It never renames, changes, removes or reorders anything you set up. It matches on the name, so a detail you renamed counts as missing and its suggested version is added beside it. The three built-in details are never added twice.
Changing your business type doesn't change your lead details. After you change it in Settings → Profile, a message offers Go to Lead details to load the new suggestions, or I understand to keep what you have.
Every list starts with the customer's name, phone number and email address: name and phone as Always ask, email as Note if mentioned (Always ask for professional services and education). A clinic says "Patient name" and a hotel "Guest name". The rest of each list:
| Business type | Also suggested |
|---|---|
| Online store | Preferred payment method, Preferred delivery time, Notes |
| Restaurant or cafe | Allergies or special requests, Preferred time |
| Salon, spa or beauty | Notes (allergies, first visit, etc.) |
| Clinic, healthcare or dental | Insurance provider, New or returning patient, Symptoms or notes |
| Real estate | Property or listing of interest (Always ask), Budget range, Buying, renting, or selling, Financing pre-approved, Notes |
| Professional services | Company name, Budget range, Notes |
| Education and training | Course or program of interest (Always ask), Preferred start date or session, Prior experience level, How they heard about you |
| Hotel or hospitality | Check-in and check-out dates, Number of guests, Room type, Special requests, Preferred payment method |
| Home services and trades | Service address (Always ask), Description of issue, Urgency |
| Fitness and personal training | Fitness goals, Prior experience |
| Events and rentals | Item(s) or venue requested (Always ask), Event date, Guest count, Event type, Budget range |
| Other | What they're requesting (Always ask), Notes |
Details not marked Always ask are Note if mentioned. A new online store also starts with the order question "Delivery address", a new restaurant with "Delivery or pickup" and "Delivery address", and a new clinic with the booking question "Reason for visit".