What information is shared when I share a contact with my organization?

When you share people and companies with your organization you are creating a copy of your contacts and adding them to the organizational view. Cloze will either automatically share or prompt you if information is out of sync with your team's version of the contact. 

What is information is NOT shared?

• Contacts that are set with a Personal Segment (family, friend, etc.) are not shared.
• Contact information that is labeled personal or "home" is never shared.
• Past contact information that is no longer used.
• Your timeline of activities (unless shared as part of a Project or Deal)
• If the person has more than 5 shareable emails, we only share items marked public (for example: "Share this Number" below).
• Coworkers are also not shared with your team. When they join your team on Cloze they will automatically be shared to the team view. Conversations between coworkers are always private.
• We don’t share anything marked private. 

What information is Visible or Shared? 

• Contacts set with a Business Segment (Customer, Partner, Seller etc..) are automatically shared with your team. 
• Contacts that are part of a shared Project or Deal are automatically shared with your team. Learn more about what is shared when you share a Project or Deal. 
• Contacts that are assigned are automatically shared with your team. You can share share or assign multiple contacts at once with your team or share a single contact.

Relationship Section

The entire relationship is shared Stage, Segment, Next Step, and Assignment for assigned or shared contacts are synced with the shared audience view. 

Custom Fields are shared

All Custom Fields for assigned or shared contacts are synced with the shared audience view. Here are instructions on how to add a custom field. You can also add custom fields to deals too.

Tags are shared

All tags for assigned or shared contacts are synced with the shared audience view. Tags are also shared with your team. Here are more details about tags. 

Non-personal/private Contact Information

Key contact details for assigned or shared contacts are synced with the shared audience view. 

• Pictures
• Headline
• Work or Other Postal Address
• Work or Other Phone
• Work or Other Email Address
• Websites
• Social (Facebook, LinkedIn, Twitter, etc...)

How to make contact information private 

You can also mark a contact private if you do not wish to share it with your team. 

If plan to mark a contact with a Business Segment, but do not wish to share the contact with your team, please mark the contact private first and then set the Stage and Segment. 

Or set the contact with a Personal Segment.