How to mark a contact as private

Private contacts are contacts that aren't associated with an account. 

Account Owners or Administrators can create Private contacts by default however, sub-users must be given access to this privilege.

In this article:

Mark a contact as private Access your private contacts
Update sub-users privileges to set private contacts

How to mark a contact as private

1
Open the contact you wish to mark as private → click Edit to the top right.
2
Under Contact info → scroll down to the Owner field → select yourself as the contact's owner → select the Make private checkbox.
3
Click Save.
4
A lock symbol will appear beside the contact's name indicating that they are private and cannot be viewed by anyone else.

How to access your Private contacts

To access your private contacts → go to your Action Stream → select the Private filter in the right-hand column.  Note: Private filter is only visible to you and contains just your private contacts.

Update sub-users privileges to set private contacts

1
Click on the gear icon → Users and Billing.
2
Select your user you wish to give permission to → check the box beside Own private contacts Save.

NOTES
  • By default, the Account owner and Administrators automatically have access to the private contacts feature.
  • Private contacts only appear in your Action Stream and the Private filter. They are not visible in any other filters like Waiting forStarredStatus, Tags, Lead source, etc that are accessible by the rest of the team.
  • To make a contact private you must first be the contact owner. 
  • Contacts with Next Actions assigned to another user on the account cannot be made private. 
  • Contacts which have a closed sales cycle cannot be made private.
  • Private contacts cannot have deals (pending, won or lost).
  • Email dropbox BCC emails will be captured if sent to your own Email dropbox address. Emails sent to your team members Email dropbox address will not be assigned to your Private contact.

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