YourStake's behavioral questionnaire is the starting point for a client's sustainable investing journey. We call this first step the Client Values Discovery process.
1. Starting from Prospects, on your Prospects and Portfolios page, if you have not created your prospect; click the Create New Prospect button and enter the prospect details:
2. Click on Take Questionnaire on the prospect tag.
3. Copy the link from the url bar, and share it with the client/prospect. This URL will be unique to your client/prospect, and when they fill it out, you will receive a notification, and be able to see their questionnaire results in your dashboard.