Watch the video below to learn:

• How to locate your OCQ Link (online confidential questionnaire link) in the software
• How to copy your link and paste it into an email
• How you are notified when a new confidential questionnaire has been completed

Note: Be sure to let your client(s) know that once they begin the OCQ, they’ll have a full 24 hours to complete it at their convenience. If it’s not finished within that time, the survey will simply reset, and they can start fresh when they’re ready.

Click here for some suggestions for sharing your OCQ with clients and prospects.