When meeting a new shopper for the first time, add them to your Salesfloor Contacts to continue building your relationship online. Adding a contact can be done both through the Mobile app, and online in your Backoffice.
Here is how to add a contact through your app:
- From the mobile app’s main menu hub, select Contacts.
- Select the Add option in the top right
When a user creates or updates a contact record’s phone number, the system will check to see if another contact in their address book already has that same number. If so, they will be presented with a dialog warning them of potential duplicate records. The dialog will present a list of potential contacts including their names and emails when possible. The associate will have an option to cancel or continue and save the contact despite the potential duplicates.
- Enter the clients information in the contact form
- Once complete, select Create Contact