When you create a meeting type or a contact form you can set up all the details an add some extra questions to get more information from your leads and clients. Information from the questions will be sent to your Teamleader Focus CRM.

In this help article you can read which question types you can add and which data is sent to your CRM.

In this help article

• Ask questions 
• Types of questions
• Send data to Teamleader Focus

Ask questions 

When setting up questions in your meeting type, you will have three basic questions that are required:

• First name
• Last name
• Email

Note: you can always edit the name of the label.

If you want to map these to e.g. your contact in Teamleader Focus, make sure to check the box next to 'Create new contact'. Optionally, select which tag(s) need to be added to your contact.

You can do the same for if you want to add a company or a deal in Teamleader Focus. Just check the boxes next to 'Create new company/deal'.

• When you check the box next to 'Create new company', a question 'Company name' will be added and mapped to your Teamleader Focus CRM by default.
• Note that either 'Create new company' or 'Create new contact' needs to be checked if you want to be able to check the box next to 'Create new deal'.

Next to these default questions, you can also add custom questions. These custom questions provide you with more information on your client, e.g. a telephone number, a subject to discuss, …

• Fill out the question label
• Change the type of question
• Optionally make the question required below if you think it's useful
• Choose which field in Teamleader Focus you want to link the answer to
• Check the preview on the right side

Save the question so it’s added to your meeting type. You can now also add a second custom question. 

You can also change the order between the basic questions and the other custom questions you might add.

Types of questions

We've divided them in several categories to make it easy for you:

• Plain text response
  • Short text (150 characters) 
  • Long text
• Choices 
  • Single selection
  • Dropdown
  • Multiple selection
  • Language
  • Yes/No
  • Checkbox
• Contact & company 
  • Email address 
  • Company name 
  • Phone number 
  • Website (URL) 
  • Address
• Upload files 
• Date, number & Money
  • Date 
  • Number 
  • Integer
  • Money
• Legal & accounting 
  • VAT Number 
  • KvK Number (Netherlands)

Plain text response

Short text (150 characters) 

Give clients the option to give a basic text answer up to 150 characters.

Long text

Give clients the option to give an answer consisting of more than 150 characters which can exceed the 1 line limit. 

The above examples could look like this on the booking page:

Choices 

Single selection

Ask a question in which the lead or client can select one option out of multiple options that you provide. You can add up to 20 options in one question. You can also add an 'Other' option so clients can fill in a non-provided answer.

Dropdown

Ask a question in which the lead or client can select an option from the dropdown that you provide. It's not possible to add an 'Other option'. Use the type 'Single selection' above if you want to do that.

Multiple selection

Ask a question in which the lead or client can select multiple options that you provide. You can also add an 'Other' option so clients can fill in a non-provided answer.

Language

You can ask for the language of a client or lead and then they can select their language from a dropdown list. The language will be auto-selected based on the browser language, but can be changed by the end user.

Yes/No

Give clients the option to add a question in which your lead or client will choose Yes or No. 

The above examples could look like this on the booking page:

Checkbox

If you have a question where your respondents need to check or uncheck a box you can use 'Checkbox'. E.g. if they want to receive your newsletter or not.

Contact & company 

Email address 

You can ask for an extra email address next to the basic email address of the contact. This email address won’t be synced as the main contact email address in the CRM integrations. 

Company name 

Ask the lead for the name of his company. You can sync this with the CRM integrations to create a company linked to the contact. 

Phone number 

Ask the lead for their phone number. A phone number should be between 7 and 15 digits. This information will be linked to the CRM integrations. 

Website (URL) 

By asking for a website (URL) the lead will have to fill in a website which needs to be in URL format. We don’t check if the URL is an existing and valid URL, but it should have a URL format. 

Address

Add an address question to ask for the address of a contact, company or location. The address consists of a country, street, number, Zip code and city.

The above examples could look like this on the booking page:

Upload files 

Allow your leads to send you files via an Upload file question. This can be any type of file with a limit of 5MB per file.

The above examples could look like this on the booking page:

Date, number & Money

Date 

You can ask the lead for a specific date in the past or in the future. The range of the answer should be between 01-01-1900 and 31-12-2099. 

Number 

Ask the lead for a specific number or amount. This can be a normal number, a negative number or a number with a comma. 

Integer

Ask the lead for a specific number or amount. This can be a normal number or a negative number, but the answer can't be a number with a comma.

Money

Ask a question that requires a value response linked with a currency that you set up. The value can be a decimal number and needs to be 0 or higher.

• If you select Deal - Amount or a custom Field of the type Money, the currency will automatically be taken over from your account currency. 
• If you select Background information or Deal summary however, you'll be able to select a currency.

Legal & accounting 

VAT Number 

Ask the lead for the VAT number of their company. This VAT number can consist only of numbers and letters, but not of spaces and special characters. The VAT number will be checked if it’s valid. 

KvK Number (Netherlands)

If your leads or clients are based in the Netherlands you can also ask for a KvK number. A KvK number should consist of 8 letters. 

The above examples could look like this on the booking page:

Send data to Teamleader Focus

All information entered while booking meetings with you or your team will be sent to your Teamleader Focus account via the field 'Link answer to Teamleader Focus':

New contacts and companies are created in Teamleader Focus when someone books a meeting for the first time. The questions that will be synced to your CRM are:

Contacts

Companies

Deals

Custom fields