Creating and Editing the Accelerate Qualification Form Goal

Customize or revise the Pathmonk Accelerate Qualification content

The Pathmonk Accelerate Qualification Form goal can collect lead details and create a pre-qualification logic flow. 

Creating a new Qualification Form goal:

1. Log into crm.pathmonk.com
2. Click Accelerate
3. Click Accelerate Goals
4. Under Decision, click Create
5. Enter the goal name
6. Enter the Goal Category (optional)
7. Enter the Goal Type
8. Enter Additional notes (optional)
9. Click Configure Goal
10. Click the Goal to Accelerate dropdown
11. Choose Qualification Form
12. Enter the Call to action
13. Click Save Goal
14. Click here(located under the Call to action field)
15. Add a Start to the field by clicking on the Start located on the left menu
16. Add an End to the field by clicking on the End located on the left menu

Editing an existing Qualification Form Goal

1. Log into crm.pathmonk.com
2. Click Accelerate
3. Click Accelerate Goals
4. Under Decision, click the Qualification Form goal name
5. Click Tracking method
6. Click here(located under the Call to action field)
7. Click on the content to be updated
8. Click save in the content field (right side of the screen)
9. Repeat 9 as needed until all updates are complete
10. Click Save on the left side of the screen to save all changes made to the qualification form