Protecting Customer PII: Secured Customer List for Sales representatives.
Protecting Customer PII: Secured Customer List for Sales representatives.
Secure Encryption for Customer Data Protection
To use this template, click Copy doc at the top right. Please ensure that you have setup a Vault template. You can refer to the instructions on . After that, please proceed with the instruction below.
Step 2:
Create a Secured Customer Information at below. New lead will be created automatically.
➕ Create Secured Customer Information
When creating multiple information for a single lead, please ensure you enter the identical “lead name”.
Blank
Create
Bulk Actions: 0 selected
Secured Customer Information Table
Tags
Editors
Viewers
Search
Name
Select
Tags
Editors
Viewers
Customer Information
Action
Amen
3
Phone Number
Copy Secret
Manage Secret
Email Address
Copy Secret
Manage Secret
Address
Copy Secret
Manage Secret
David
1
Email Address
Copy Secret
Manage Secret
Charlie
1
Phone Number
Copy Secret
Manage Secret
Bob
1
Email Address
Copy Secret
Manage Secret
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