Collect responses from new people

An Open intake is useful when you do not yet know which client each response belongs to. Anyone with the link can fill it in.

Create the intake

1. Start a new information request.
2. Choose Open intake.
3. Prepare the questions and documents, then review the preview.
4. Create the intake and copy its link.
5. Share the link with the intended audience.

The form asks the respondent for identifying details first: a name and an email address, and an ID number in an office that keeps tax details for its clients. It does not tell them whether they are already in your client list.

Match a response

Open the incoming response. Check the identifying details and suggested match. Choose Use this account for the correct existing client, or Create as Lead when a new lead is appropriate.

A match is suggested from the ID number the respondent gave. When the right client is not suggested, or the response carries no ID number, search for it under Another client and choose Use this account.

Stop new responses

Use Close intake when the collection period ends. Existing responses stay available. Reopen it only if you want to accept new responses again.