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How to fill in Intel Questions and where do they display?
How to fill in Intel Questions and where do they display?

Learn where Intel Questions appear. Remember to assign the questions to an intel piece first!

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over a week ago

PLEASE NOTE: Intel questions must be assigned to a specific piece of intel that is in turn, assigned to a customer.  Please follow the link here to learn more about how to assign intel questions to a piece of intel.

Customer intel questions can be found in the customer's file, within the Customer Profile page within the 'Extra Info' section.

If any intel questions are triggered and displayed due to the intel assigned to the client, you can then click the edit button under the questions section to fill in the answer(s). Intel questions only display in the customer's profile page and will not show on anything the client would see, like an invoice.

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