Secured Customer List Template

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Secured Customer List Template

Protecting Customer PII: Secured Customer List for Sales representatives.

Secure Encryption for Customer Data Protection

Safely store customer PII with our sales reps' template. Protect sensitive information, ensure compliance, and build trust. Effortlessly input and securely manage customer data with predefined fields and robust security measures. Trustworthy data security made easy for sales reps.

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

how to set up the Vault template here⁠

. After that, please proceed with the instruction below.

Step 1: Configure vault by adding your vault key here.

Configuration⁠

⁠

Step 2: Create a Secured Customer Information at below. New lead will be created automatically.

Step 3: Manage the Lead by adding information in the

Lead Management Page⁠

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➕ Create Secured Customer Information

When creating multiple information for a single lead, please ensure you enter the identical “lead name”.

Lead Name

Tag

Customer Information

⁠

Blank

⁠

Create

⁠

Bulk Actions: 0 selected

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Secured Customer Information Table

Secured Customer Information Table

Not synced yet

Tags

Editors

Viewers

Customer Information

Action

Amen

Phone Number

ServiceRocket Apps

Copy Secret

Manage Secret

Email Address

ServiceRocket Apps

Copy Secret

Manage Secret

Address

ServiceRocket Apps

Copy Secret

Manage Secret

David

Email Address

ServiceRocket Apps

Copy Secret

Manage Secret

Charlie

Phone Number

ServiceRocket Apps

Copy Secret

Manage Secret

Bob

Email Address

ServiceRocket Apps

Copy Secret

Manage Secret

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