In the Lead Capture Experience, what happens when a prospect clicks Next Step?

In the Lead Capture Experience, what happens when a prospect clicks Next Step?

• A. The prospect can complete a form and contact the advisor
• B. The prospect is redirected to the homepage
• C. A tutorial video plays
• D. The prospect's session ends

Answer: (A)

In the Lead Capture Experience, progressing to the next step moves the prospect into the form where they can share their contact details and indicate they want to be contacted by the advisor. This flow is designed to convert interest into a tangible lead by collecting information such as name and contact methods so an advisor can follow up. Redirecting to the homepage, playing a tutorial, or ending the session would skip or terminate the capture process, which wouldn’t fulfill the goal of gathering prospective client information for outreach.

In the Lead Capture Experience, progressing to the next step moves the prospect into the form where they can share their contact details and indicate they want to be contacted by the advisor. This flow is designed to convert interest into a tangible lead by collecting information such as name and contact methods so an advisor can follow up. Redirecting to the homepage, playing a tutorial, or ending the session would skip or terminate the capture process, which wouldn’t fulfill the goal of gathering prospective client information for outreach.