The article has been updated successfully.What if a customer doesn't want to leave their name or information but the program requires a name for Estimates?
It is a good idea to get the name, or at a least phone number, to follow up with the potential sale.However, if the customer is still reluctant, create a record in your contact file called, Walk-in or Not Known. Something which can be entered in the field and tracked. You may accumulate several of these which can be erased after an appropriate amount of time has passed.
All of these estimates will appear on one customer record in your Contacts file. It will make it easy to find them later.
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Last Updated
15th of January, 2010
