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).
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