Personal Notes & Compliance

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Compliance Reminders
Personal Tool Boundaries:
  • Do NOT enter AOne customer names
  • Do NOT paste internal contracts
  • Do NOT copy internal price sheets
  • Use your own labels & references only
OK to Store:
  • Your own notes & research
  • Public market information
  • Generic deal metrics
  • Personal strategy notes
Best Practices:
  • Use codes like "Customer A" or "Supplier B"
  • Track your own performance metrics
  • Document negotiation learnings
  • Note market trends you observe
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