Send Visitor Phone Number with airSlate SignNow

Send visitor phone number

[Music] [Applause] one of the benefits of using contact loss is the handy visitor contact capture that is used by your frontline staff to identify visitors to your business contact boss enables your team to quickly identify new and returning visitors and send immediate notifications to computers and mobile devices by email there are many benefits to this it saves time your frontline staff do not need to physically get up and find you it looks professional with a quick reference to contact us your frontline staff can identify and greet return visitors accordingly if saves data and when your business was visited by whom and can even capture why it helps you to assess sales activities the email integration makes it easy to followup with personalized thank-you notes or information for your contacts to use the visitor contact capture function navigate to visitor contact capture next begin to type the name of the contact if the contact has previously been entered into the database their name will show along with their registered information such as email or phone number if not you can easily add a new visitor or cooler by clicking add it was like a vault you can add a card number or visitor number next select if they are wishing to connect with from the pull down menu along with their purpose for visiting and cooling you can enter further details in the comment section click Submit if you want to check on the status of visitors to your business you can always check the visitor contact log which is found within logs in statistics the search function within the visitor contact log will allow you to easily search by contact name or by date range or by comments entered such as meeting topics or discussion points outbound contact capture similarly the outbound contact capture is a way to record when a member of your team reaches out to a contact to note an outbound contact capture select outbound contact capture and follow the same steps noting the name of your outbound capture the date of the visit you can also add comments for future reference such as what was discussed additionally admin users can find within the admin setting the outbound contact log that can be searched by contact or date at the administrator level you can also scroll through a list of the most recent outbound contact entries depending on your permission levels visit a contact capture and outbound contact capture help you keep track of your organization's daily activities and are particularly useful tools for gauging sales efforts you can even develop outreach campaigns for recent visitors to follow up on new business opportunities