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Customer Service Representative
Order Fulfillment and Closure
Order Fulfillment and Closure
Curriculum
10 Sections
50 Lessons
3 Days
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Section1: Introduction
2
1.1
1.1 Course Intro
1.2
1.2 The Problem
Section 2: Customer Journey
1
2.0
2.1 Customer Journey
Section 3: Sales
1
3.0
3.1 Sales/Landing Page
Section 4: Tatiana (Part 1)
2
4.0
4.1 Starting Tatiana
4.1
Assignment 4.1 Practical Demonstration of Tatiana Database
1 Hour
Section 5: Customer Relationship Management
25
5.1
5.1 Overview
5.2
5.2 Training CRM
5.3
5.3 Database Tab
5.4
5.4 Returns
5.5
Assignment 5.4: Initiating a Return
5.6
5.5 Scheduled Tab
5.7
Assignment 5.5: Initiating a Scheduled Order
5.8
5.6 Earnings Tab
5.9
5.7 Reports Tab
5.10
5.8 Goods Movement Tab
5.11
Assignment 5.8: Initiating A Goods Movement
5.12
5.9 Main Inventory Tab
5.13
Assignment 5.9: Checking Main Inventory
5.14
5.10 Order Bump Inventory Tab
5.15
5.11 Agents Tab
5.16
Assignment 5.11: Getting Details of Agents
5.17
5.12 Spliting Orders
5.18
Assignment 5.12: Splitting Orders
5.19
5.13 Filtering the CRM
5.20
Assignment 5.13: filtering the CRM
5.21
5.14 Undoing Mistakes
5.22
Assignment 5.14: Clearing Out Mistakes
5.23
5.15 Higlighting CRM
5.24
Assignment 5.15: Highlighting Sections of the CRM
5.25
5.16 Reporting CRM Anomalies
Section 6: Delivery Agents
1
6.0
6.1 Delivery Agents
Section 7: Tatiana (Part 2)
1
7.0
7.1 Moving customers from buying to paid sequence
Section 8: Obstacles
1
8.0
8.1 Obstacles
Section 9: Communications
10
9.1
Communication Etiquette
9.2
Reporting(Part 1) Creating Your Report
9.3
Reporting(Part 2) Compiling PDF
9.4
Daily Worksheet: Part 1
9.5
Daily Worksheet: Part 2
9.6
Daily Worksheet: Part 3
9.7
Reporting(Part 3) Compiling PDFs for report
9.8
Reporting(Part 4) Emailing Your Report
9.9
Reporting a Problem Effectively
9.10
Booking a meeting
Section 10: Whatsapp Business
6
10.0
10.1 Navigating Whatsapp
10.1
10.2 WhatsApp Quick Replies
10.2
10.3 WhatsApp Pinned Chats
10.3
10.4 WhatsApp Labels
10.4
10.5 WhatsApp Favouriting
10.5
10.6 WhatsaApp Greeting Settings
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