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Secured Customer List Template
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Secured Customer List Template
Protecting Customer PII: Secured Customer List for Sales representatives.

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Manage tags

Use tags to label and organise customer information easily

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Tags table
Tag name
Tag
1
Phone Number
Phone Number
2
Email Address
Email Address
3
Identity Number
Identity Number
4
Address
Address
There are no rows in this table
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info
Need help on creating and managing tags?

How to create tags for your customer information

Add a new row in the Tags table
Add a tag name and the tag will be generated automatically
The tag will be available in create secured customer information
To update the name, simply change the tag name in the Tags table

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