The Lexi Tip: Keeping Track of Customer Information

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June 15, 2018

“How do I keep track of my customer information?”

As an Ambassador, you receive plenty of customer contact information from face-to-face conversations, social media, text messages, emails, and more. Wouldn’t it be nice to record all of that information in one convenient place?

Lexi by PlexusTM has a “notes” section available for any Contact you add into the app. This feature can help your life and business stay more organized. You can record all of your customer information right into your phone. Then, if you need to pull up information for a customer, you only need to open your app.

To see step-by-step instructions on how to use Lexi notes, here are a couple guides: IOS and Android.

Feel free to visit lexi.plexusworldwide.com to discover other ways Lexi can make your life easier!

-The Lexi by Plexus Team

posted 6 months ago


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