Secured Customer List Template

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Secured Customer List Template

Secured Customer List Template

Protecting Customer PII: Secured Customer List for Sales representatives.

Update secured customer information

Modify customer information

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Lead Name

Tag

Customer Information

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Blank

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* Leave empty if you don’t wish to update the customer information

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Update

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To update secured customer information, you need to press Update from

Secured Customer Information Table⁠

Step 1: Press Manage secret at the

Protecting Customer PII: Secured Customer List for Sales representatives.⁠

⁠

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Step 2: Press Update secret and you will be redirected to the Update secured customer information page.

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Step 3: Follow the instructions in the Update secured customer information page and your secured customer information will be updated.

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