What is and isn't shared across your Workspace

  • Contacts and Companies: All Contacts and Companies, plus their Smart Attributes, make up your shared database.
  • Communication data: Communication metadata, such as strongest connection and last communication, is visible to all members.
  • Collections and Views: Collections can be shared with specific users, your entire workspace, or kept private. All corresponding Views are shared with the same users.
  • Profile Attributes: Attribute data belonging to Collections shared with you is also visible on Contact and Company records.
  • Emails: Each Member can share their email content on an individual email or entire record basis. Members of the same Workspace can also request access to specific emails at any time.

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  • Users and Permissions 

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