When Tom and I do these training sessions (we are in L.A. with 40 very progressive stores) often times a good idea pops up and we just have to get it added.
When you are making a phone call it's clear that sometimes you get new info, a better email address or maybe permission to text the customer. Going back and forth while you are on the call can kill your flow so we have no added a way to do it faster. On the right hand side of the call window you will see a new tab called "About". Click here, take a look at the customers picture (hope you are drivers license scanning) and make any adjustments necessary without leaving the page.
Great conference Day 1. Why are you not here?