Share your interactions in your workspace with your teammates for better collaboration with your team.
No need anymore to jump on Slack or harass your colleagues on Whatsapp to keep track of your team’s relationships.
How to share interactions
Just go in your Settings in the Accounts section.
Go on the email source from which you want to share your interactions. And select one of the 2 sharing options:
Subject only: Email subjects, event names and participants will be visible to your teammates (we won't share the content of your emails).
Full access: Everything is shared to your teammates including email body, subject, participants.
Only members who access to shared groups, will be able to see shared interactions on the shared contacts.
Once your interactions are shared, the members of your workspace will see on the contact's profiles, both their own interactions with the contact and the ones shared by other teammates. You can easily filter interactions by teammates, to retrieve a relevant interaction from one of your teammate.
The options to Share your interactions is available for every one of your Google accounts; Which means that you can decide to share interactions of a specific Google account but not of the other ones.
At any time, you can decide to unshare these interactions, by selecting the Private option.
Considerations:
In the Standard plan, you can see a maximum of 30 interactions per contact (with 3 years history).
In the Premium plan, you can see unlimited interactions on your contacts (full history).
If you are concerned about sharing emails, please note that:
You can chose not to share them from settings > accounts or to share only the metadata (subject and date), not the content
Interactions will be shared only for contacts that are in shared groups, not for contacts that are private
You can keep your interactions private only, and choose only to share in the notes section the interactions you'd like by taking a screenshot
As an advanced workaround, you can also copy an email account only to interaction you'd like to share, add this email account into the settings > accounts section and share only interactions from this email account