Be sure to get the shopper’s contact information, or at least their name. Use the Search bar on the main Contacts Page of the CRM to see if they are already in the system. This will give you any information already collected on that customer. You then use the Deal tab to Edit/Update/Create a Deal to reflect what happened inside the store. If the customer came in for an appointment or did a virtual consultation, be sure to mark the appointment as “Showed” from your Work Board in the CRM

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