What is a lead assessment?

A lead assessment allows anyone to take it after they submit their contact information (name, email, phone). It doesn’t require anyone to have an account.

 Here’s how to get the lead assessment link, starting from the “Account” tab of your Dashboard. Step-by-step instructions are below:

 

Step-by-Step Guide:

Step 1: Click on the “Assessments” tab on the left sidebar.

 

Step 2: Click on the preview icon next to the assessment.

 

You can send this link to anyone or post it on your trainer website to connect people directly with your exercise.com assessment.

Once submitted, it will be displayed under “Completed Lead Assessments”, where you can add the lead as a client with one click.

 

Now you can send a lead assessment to anyone!

Updated on October 30, 2020

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