When meeting a new shopper for the first time, add them to your Salesfloor Contacts to continue building your relationship online. Creating a new contact is super easy, follow the steps below!
Steps:
- From the mobile app’s main menu hub, select Add Contact in the actions menu
- Enter your new contact's information, including their name, email, phone number, marketing consent statuses, and more.
- When ready, press Create Contact to move on to the next step:
- On the next screen, you can review the contact information you saved as well as add tags, known addresses, social media links, and more.
- At any time, you can return to your new contact's profile in the Salesfloor app to review & update their information or use the quick-access communication icons (Email, Text, Call, Task) to get in touch