A customer has developed the Oracle sales lead module for their lead management activities. The customer wants to use assessment templates to follow up on qualified leads to gather additional…

A customer has developed the Oracle sales lead module for their lead management activities. The customer wants to use assessment templates to follow up on qualified leads to gather additional information from customers/prospects, and to provide consistent guidance to sales resources to move the leads further along the sales cycle. What are the three points to be considered while creating the assessment templates?