How accounts are kept separate
Nothing is shared between accounts. Here is what that means in practice.
Every account has its own workspace, and nothing is shared between workspaces.
What is scoped to your account
- Leads, clients, contacts and jobs
- Pipeline stages, including any you rename or add
- The activity log
- Your chosen contact columns and your business name
What this means
A new account starts genuinely empty. You will never see another account's contacts, and no one will see yours. Requesting a record that belongs to another workspace is refused as if it did not exist, rather than merely being hidden in the interface.
If you ever see a record you do not recognise, tell us immediately using the form on the support home page.
Still stuck? Tell us what you were trying to do and we'll help.
Contact support