Security, Privacy and Accurate Sales Records
Protect customer information and keep sales records trustworthy.
Before you begin
- Follow your organization’s authorization and data-handling policies.
Step-by-step instructions
- 1
Use your own account
Never share passwords or another representative’s credentials.
- 2
Verify customer details
Record confirmed decision-makers and sources; avoid guessing emails or buying intent.
- 3
Limit sensitive uploads
Only use photos and documents needed for a legitimate sales purpose.
- 4
Review recipients
Check quote emails and exports before sending them outside the organization.
- 5
Record actual milestones
A prepared quote, verbal interest or AI suggestion is not a signed agreement.
- 6
Preserve evidence
Use verified notes; do not claim monitoring compatibility without technical review.
- 7
Report suspicious access
Escalate exposed data or cross-company access concerns to an authorized administrator.
Expected result
Your records remain useful, defensible and respectful of customer data.
Sales best practice
Use least privilege and verify before sending; the app does not replace company security policies.