CompliQuest

Course Overview

A customer wants to join your loyalty program. Can you sign them up on the spot or do they need to opt in first? Someone picks up an order for their spouse. Can you hand it over or do you need authorization? You're running a promotion and want to text previous customers. Is that allowed?

You handle situations like this every day. But one wrong answer could violate GDPR and cost your company thousands in fines.

This course shows you exactly what's allowed and what's not when handling customer data in sales. No legal jargon, just clear rules for the situations you face on the floor.

You'll learn:

• When you can add customers to loyalty programs and mailing lists,
• What consent actually looks like
• What information you can write down and where you can store it, 
• Who can pick up orders and what ID you need to check,
• When you can share customer information with colleagues or managers, 
• What to do if a customer asks you to delete their information, and 
• How to handle promotions and follow-ups legally.

You'll see real mistakes like jotting customer details on sticky notes left on the counter, texting customers who never agreed to it, handing orders to anyone who knows the customer's name, adding emails to mailing lists without asking, leaving customer information visible on screens or papers, and accessing customer accounts you shouldn't.

By the end, you'll know how to handle customer information safely during every interaction, recognize when a customer is making a GDPR request, avoid the common mistakes that lead to complaints, and know exactly what to do if something goes wrong.

Stop guessing what's allowed. Learn the clear rules that protect you and your customers.

Modules

• GDPR in the Sales Department– Through simple, everyday examples, participants will learn how to identify personal data in a sales context, how to process it correctly, and what to do when a mistake happens. The module covers real-world situations, including in-store communication, recording inquiries, providing delivery information, and handling invoices. Participants will also learn how to respond appropriately in case of an error or incident, ensuring transparency and customer care in all processes.