Customer Lookup guide
Shegufta Zaman
Created on August 23, 2023
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Transcript
start
for Corporate Client Onboarding
Customer Lookup Guide
Contact
Team
Verification
Graphics
Timeline
Video
Configuration
Introduction
A breakdown of all the steps required to complete this task
Index
The project was initiated by the Operations team to onboard large groups of customers at once through corporate campaigns. Your task is to determine whether the employees have already registered as Shwapno customers or not. You must provide an excel file with two sheets for Registered and Unregistered customers. Press the Plus Icon to get started
Stakeholders, Modalities, and Customers
Introduction
Use the command =RIGHT(CELL,10) underneath the 10 digits column and then fill!
Create a new column and name it "10 digits"
Remove all duplicate values in the Phone Number column
The process begins when the Key Account Manager emails you a list of employees and their phone numbers. Once you have received the list you must verify and remove any duplicate phone numbers first. Next step is to remove any rows where the Name or Number field is empty. Running the script before you have finished these steps might lead to errrors. Here is a checklist you can follow:
Ensure everything you need to do on Excel is completed before starting
Verification
How to use the script
Configuration
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Video
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Timeline
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Graphics
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Team
Follow us!
Contact
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Why Python?
We need speeeeed!
Performing this on task Excel requires a significant amount of time and memory resources. Perfoming the heavy lifting with Python allows us to expedite this process and free up your Excel for other tasks. Do you need more reasons to automate your tasks through Python? No problem! 90% of the reports you currently generate could be done using python scripts for a THIRD of the time it currently takes
- Download Anaconda Navigator on your computer to get started
- Make sure to get the 64 Bit Version if your system is compatible.
- Follow the installation guide and stick to default and recommended options during the process.
Got an idea?
Let the communication flow!
With Genially templates, you can include visual resources to wow your audience. You can also highlight a particular sentence or piece of information so that it sticks in your audience’s minds, or even embed external content to surprise them: Whatever you like! Do you need more reasons to create dynamic content? No problem! 90% of the information we assimilate is received through sight and, what’s more, we retain 42% more information when the content moves.
- Generate experiences with your content.
- It’s got the Wow effect. Very Wow.
- Make sure your audience remembers the message.