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
How to access your Private contacts
To access your private contacts → go to your Action Stream → select the
Update sub-users privileges to set private contacts
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 for, Starred, Status, 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 that have a closed sales cycle cannot be made private.
- Private contacts cannot have deals (pending, won, or lost).
- Private contacts cannot have relationships.
- It is not possible to enable Email Sync for private contacts.
- Emails sent to your Capture email address will be captured. However, if your team members send an email to a contact you've marked private, this email will not be assigned to the private contact, it will drop in the Unassigned Emails section.
- You cannot assign an email from Unassigned Emails to a private contact.
- Private contacts and their associated actions are not accessible on the iOS and Andriod Mobile Apps.