Creating a new contact

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:

  1. From the mobile app’s main menu hub, select Contacts.ChatOFF.png
  2. Select the Add option in the top right 
    Contactlist_2.png

    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.

    Screen_Shot_2018-03-12_at_2.18.40_PM.png
  3. Enter the clients information in the contact form
    contactform.png
  4. Once complete, select Create Contact
    ContactConfirm.png
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