How do I mark a contact as private?

To mark a person or company as private tap on More icon and select "Make Private". This will classify your activity and communications (calls, emails, notes, files, texts, to-dos etc..) with this contact as private and not shareable with your team. 

Family, friends, or any contact in a personal segment will always be private.

To organize a contact as family or friend, in the Relationship section for the contact:

1. Tap on the Segment
2. Scroll down to "Personal Segments" and tap on a segment to select it

To mark a contact in a Business segment as private:

1. On the contact's profile, tap on "More Actions" beneath their name.
2. Tap on "Make Private".

The lock icon indicates the contact is private.

If you want to share a contact that you have marked as private:

1. On the contact's profile, tap on "Actions".
2. Tap on "Allow Sharing".

3. Tap on "Share" to confirm.