How to record a presentation

A presentation is your record of showing products to a customer. It captures what you showed, how the customer reacted to each item, and anything that sold.

Recording presentations does two jobs: it helps you remember your interactions with a customer, and it teaches Lychee about that customer’s likes and dislikes — so you and your team can serve them better next time. Record one after any meaningful interaction where you showed a customer products, whether or not anything sold.

Recording a presentation

1. Choose the customer. Start a new presentation and attach it to the customer you helped — this is the one thing a presentation needs, and it’s what ties the interaction to their history. If they aren’t in Lychee yet, you can add them without leaving what you’re doing (see How to add a customer). You can start while you’re still with the customer and keep adding as you go.

2. Add the products you showed. Add each item, and mark whether you simply presented it or the customer bought it.

3. Record the reaction. For every item, capture how the customer felt: Thumbs Up, Neutral, or Thumbs Down. Be honest — these reactions become the customer’s likes and dislikes and feed into product insights.

4. Note a timeframe. (Optional) If the customer was interested, note how soon they might buy — anywhere from a few days to a few years. This helps you time your follow-up.

5. Add notes. (Optional) Jot down anything worth remembering — a size, an occasion they mentioned, or who they were shopping for.

6. Set the source. (Optional) Presentations are recorded as In Store by default. Change it to Web Inquiry or Phone Inquiry if the interaction happened remotely.

7. Credit collaborators. (Optional) If a colleague helped with this customer, add them so they share the credit and can see the customer going forward.

8. Save it. That is all you need to do — Lychee takes care of the rest.

If the customer wants something you don’t have

When a customer is interested in a product that isn’t in stock, record it as an interest on the presentation rather than leaving it off. That keeps the demand attached to the customer, so it can be followed up — and matched back to them automatically if it arrives.

What happens after you save

You don’t need to submit anything. A presentation saves as a draft and is finalized automatically at the end of the day. Once it is finalized, it:

• adds to the customer’s history and their likes and dislikes,
• updates product insights, such as how often an item is presented versus sold, and
• can trigger follow-ups for your team.

Because it stays a draft until then, you can keep editing a presentation throughout the day. Just remember to always attach the customer — a draft with no customer isn’t finalized or counted.

Make it a habit. Record presentations as you go, not from memory at the end of your shift. The reactions and notes are only as useful as they are accurate — and they are what turn a single interaction into a relationship Lychee can help you build.