Duplicate Filters (Questions and Answers) - Spotter V2

Created by Andre Greiner, Modified on Wed, 17 May 2023 at 02:53 PM by Andre Greiner

Questionnaires/filters are the lead qualification tool, and sometimes that tool needs to be updated. Thinking of our customers in this extremely important activity, we have developed a functionality to duplicate questionnaires already registered in the system. So you can copy questions, answers, conditionals and hints with just one click.

 

For , go to menu Settings » Filters (Questionnaires) » Duplicate Icon .


 

Then confirm your action. Read the message before performing the action ;)  


   

Duplicate filter will be created with Inactivated status. Spotter will confirm the duplication like this:


 


Now that your filter has been duplicated, just make the edits you need and turn it back on ;)


Remember to link the new filter to a step. If you need help with this, just follow the guidelines here . 

 

Success in your qualifications!

 

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