- Please be advised that you are strictly prohibited from requesting the customer’s phone number, email address or credit/debit card details as per our company policy.
- Thus, if any customer makes direct contact through phone, or call, ensure that the customer only enters this information through the screen.
- If you violate this policy, your CRM access will be immediately blocked, and a review will be conducted. The organization will then make a decision after consulting with your team leader and business unit leader.
- A CRM pop up depicting the same has been show here.
Serious Violation of Taking Prohibited Information from Your Customer
CRM Blocked Pop up in CRM