Contact Card Updates: Course Synopsis
This e-learning course provides comprehensive training on managing and updating contact information in Odoo 18, focusing on maintaining accurate customer data for effective business operations.
Course Overview
The "Contact Card Updates" module equips contact center agents with the knowledge and skills to properly update, verify, and maintain customer contact information. The course covers the complete process from accessing contact records to implementing quality control measures.
Key Learning Areas
- Essential Fields Management: Learn to update critical contact information including names, addresses, phone numbers, email addresses, and alternative contacts.
- Navigation and Process Flow: Master the step-by-step process of locating, editing, and saving contact information in the Odoo 18 system.
- Customer Interaction Techniques: Practice effective communication scripts for gathering and verifying contact information during customer interactions.
- Data Entry Best Practices: Implement standardized approaches for consistent data formatting across all contact records.
- Quality Assurance Fundamentals: Understand verification methods and proper documentation of contact updates.
Business Impact
Accurate contact information directly impacts:
- Customer communication effectiveness
- Shipping and billing accuracy
- Emergency notification capabilities
- Overall customer experience and satisfaction
This course enables agents to maintain high-quality customer data that serves as the foundation for successful business relationships and operations.
Basic
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