Customers’ personal information won’t be displayed to you right away. In order to get it, you have to request it.
On the bottom of your screen, you see a few icons.
- Phone request, email request, and address request features enable you to collect customers’ information.
- The customer may choose to share or decline. If the customer entered that information prior to making the call, they can share it with you with one tap.
- If the customer did not have the phone number and/or email address entered prior to the call, they may enter it during the call upon your request.
What do these icons mean?
Bag icon - use it to fill in product detail and complete the checkout.
Letter icon - use it to request customer's email.
Phone icon - use it to request the customer's phone number.
Calendar icon - use it to set up an appointment with the customer.
Human icon - use it to request customer's sign up (registration or login).