Client Onboarding Options are set up and enabled in which section, and Lead Capture is set up and enabled in which section?

Client Onboarding Options are set up and enabled in which section, and Lead Capture is set up and enabled in which section?

• A. in the Manage Client Website section; in Settings
• B. in Settings; in the Manage Client Website section
• C. in the Client Portal; in Settings
• D. in General Settings; in Help Menu

Answer: (A)

Configuring onboarding options and lead capture is about where in the system those features are managed. Client Onboarding Options live with the client-facing website setup, so you’d configure them in the Manage Client Website area. Lead Capture, which governs how you collect information from visitors and prospective clients, is handled in the Settings area. The other sections don’t correspond to these configuration tasks—for example, the Client Portal is about giving existing clients access, and General Settings or the Help Menu aren’t the place for onboarding or lead-capture controls.

Configuring onboarding options and lead capture is about where in the system those features are managed. Client Onboarding Options live with the client-facing website setup, so you’d configure them in the Manage Client Website area. Lead Capture, which governs how you collect information from visitors and prospective clients, is handled in the Settings area. The other sections don’t correspond to these configuration tasks—for example, the Client Portal is about giving existing clients access, and General Settings or the Help Menu aren’t the place for onboarding or lead-capture controls.