An active call on the home screen #

When a customer starts a phone consultation with you through, you will receive the call as usual through the system.

As soon as the call is active, a section showing the ongoing consultation will automatically appear above the Action Centre.

Here you can see:

• which customer you are currently speaking with;
• how long the call has been active;
• the ‘Open notes’ button to view your notes about the customer.

You don’t need to start anything separately in the app. Simply answer the call and open ConsultantWS. The active consultation will automatically appear above the Action Centre.

View notes during the call #

If you have already saved notes about this customer during a previous consultation, you can view them immediately. This allows you to quickly see what was discussed before.

This is especially useful for returning customers: you can easily continue where the previous conversation left off without having to search for information first.

Add or edit notes directly #

You can also edit your notes during the phone call.

Tap ‘Edit’ in the notes section. You can then update an existing note or add a new one. When you’re finished, tap ‘Save’ to save your changes.

The note is linked to the customer. If you speak with the same customer again in the future, you can access the saved information directly during the call.

If you don’t want to save your changes, select ‘Cancel’.

Useful for returning customers #

You can use notes to briefly record the subject of the consultation, important topics or names that were mentioned, or anything you would like to remember for a future conversation.

This way, during an active phone consultation, you always have the most important customer information directly available on the home screen of the ConsultantWS app.