Following are the step-by-step instructions to check details collected in Live Video Tours, e.g., Notes, Contact Information, Preference Details, etc.
a. Log in to https://accounts.hyly.app and navigate to the CRM app.
b. Search for the contact and select the contact to go to the contact card.
c. Also, you can go to the Contact List page and click on the contact for whom you want to check the details.
d.Under the Contact Info section, you will find the email address and phone number of the prospect.
e. Under the Form Question section, you can find the preferences and any comments you noted during the live video call.
f. Activity Stream section keeps a record of all activities related to the live video tour.
That's how you can check the details you collected while being on the Live Video tour call.