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MANAGEMENT
Constructing a Customer File
CUSTOMER FILE RETENTION AND
FILE PURGING POLICY WELCOME & ORIENTATION / TRAINING ROADMAP
Protecting confidential information is an important ADVANCED ACCOUNT MANAGMENT / CONSTRUCTING A CUSTOMER FILE / FILE RETENTION
responsibility that is vital to maintaining our position as the
industry leader. Some states require that we keep customer
files even after they are inactive, while other states allow us
to properly dispose of inactive files after two years. Check
with your manager for your state-specific guidelines.
ALL paper, including customer files and POS reports (except
trash, such as cardboard, paper cups, and towels), will be
shredded. The shredder is located in you manager’s office.
Locate your store’s shredder now.
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