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- C.S PORTFOLIO Action Tip 19: Plan Your Outgoing Calls for Efficiency When placing a business call, it is necessary to plan what you will say, preferably in writing. This will help you establish an efficient and a brief call phone. You should jot down some notes that include:  

The purpose of the call A list of information you need to get or give.

Be sure to give your personal information and the reason of the call before starting the conversation.

Action Tip 20: Don’t Let The Telephone Interrupt an Important Live Conversation The main problem of many customers is when their discussion with a business person, is interrupted by a phone call. If you are in a face-to-face conversation with someone, do not assume that the phone call is more important than the person that you are talking with. When you take the call, always excuse yourself and, when you determine the reason of the call, you inform the caller that you are involved in an important discussion with other people. The caller will be glad if you call him or her back.

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Customer Service Portfolio Unit 2  
Customer Service Portfolio Unit 2  

Valerie Alexandra Argueta López 10th CCLL "C"

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