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Confidentiality conflict using BNI connect


1 comment

  • Official comment
    Jeremy Walsh

    @bernd - The recommendation in these cases it to put your own phone number into the referral slip with a note to contact you for details.  That way you are maintaining confidentiality while also able to participate in the slips tracking process.  If you are comfortable, you could use things like initials or other coding so that you can recognize the referral without giving any private information away.

    Hope this helps!

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