Mark CRM contacts as private
While OnePageCRM operates as a shared database, some users need to keep certain contacts hidden from the team’s shared activity stream.
You can do this with Private contacts.
In this article:
| Mark a contact as private | Update sub-users' privileges to set private contacts |
| Access your private contacts | What are private contacts and when to use them |
How to mark a contact as private
Jump up to Article's Overview ⮝
💡 Private contacts only appear in your Action Stream, Contact page, and Private filter.
💡 You must own a contact to make it private.
💡 Contacts with a Next Action assigned to another user or a closed sales cycle cannot be made private.
💡 Private contacts cannot have Deals, Relationships, or Email Sync.
💡 Emails sent to your Email capture address are captured. However, emails from other team members go to Unassigned Emails and cannot be assigned to the private contact.
💡 Private contacts and their Actions are not available in the iOS or Android apps.
💡 The last contact of an Organization with data in organization fields cannot be made private.
Access your private contacts
Jump up to Article's Overview ⮝Go to your Action Stream or Contact Page → click on Private.
💡 The Private filter is only visible to you and shows your private contacts.
Update sub-users privileges to set private contacts
Jump up to Article's Overview ⮝
What are private contacts and when to use them
Jump up to Article's Overview ⮝Private contacts let you keep non-sales-related contacts separate and manage them privately.
Contacts marked as Private are only visible in your Action Stream and Private filter. No other user, including the account owner or administrator, can access them.
Private contacts are not associated with the CRM account.
Use Private contacts to keep non-sales contacts, such as legal or financial contacts, separate from your team.
Account Owners and Administrators can create Private contacts by default. Other users must be given permission to do so.