Who can see whose contacts, who can edit sequences, and what happens when two reps have the same lead.
Click "Org settings" under Admin.
"Contact visibility" — org-wide or owner-only.
"Collision policy" — block, warn or allow when a teammate already owns the email.
Stop the same person being in two reps' sequences at once.
"Account scoping" keeps reps inside their named accounts when prospecting.
Click "Save settings".
Invite teammates
Add reps and managers to your organization with an invite link.
See how the team is doing
Forecast, activity and pipeline health per rep.
Set up your organization
Name, domain and logo for the workspace your teammates join.
Change a teammate’s role
Member, manager, admin or owner — each level includes the one before it.
Organizations and teams
Your org, its members and roles, and how reps join.