Most data in the app is shared across everyone in your organization. When you make a change, your teammates see it too, usually within seconds.

Contacts, donations, pledges, notes, call history, tags, and custom fields all belong to your organization, not to any individual user. When you edit a contact, add a note, log a call, or update a donation, that change is immediately visible to everyone on your team.

Lists work the same way when they are set to organization visibility. If you update the contacts on a shared list, everyone viewing that list will see the new version.

The app pushes changes to open browser tabs in real time. If a teammate has a contact profile or list open while you edit it, their view will update automatically without them refreshing the page. The same applies to the calling tool: when multiple people are in a shared session, actions taken by one person (advancing to the next contact, logging a disposition, adding a note) are reflected immediately for the others.

Private lists are visible only to the person who created them, and to any teammates that person explicitly shares the list with. If you create a list and set it to private, your teammates cannot see or modify it.

Your personal account settings, notification preferences, and sign-in credentials are also private.

You moved to the next contact in a calling session and a teammate's screen jumped too. Calling sessions are collaborative by design. Everyone joined to the same session shares a single position in the list.

You edited a contact and a teammate saw the change right away. Contact data is org-wide. Any edit you save is immediately visible to the rest of your team.

You archived or deleted a list and a teammate lost access to it. Shared lists are accessible to everyone in the organization. Archiving or deleting one removes it for all users.

You added a tag to a contact and it now shows up in your teammate's filters. Tags are stored at the organization level. A tag you apply to a contact is visible in any view that shows that contact's tags.

Contact data supports editing in place. If you changed a field by mistake, you can correct it directly on the contact profile. For bulk changes (such as a list update or a tag applied across many contacts), reach out to your account administrator, as some bulk operations cannot be automatically undone.