Team Edition Private mode is designed for teams that need increased control and data privacy.
In Private mode, sequences and contacts are visible only to team owners, while templates, schedules, and reports are accessible by any team member. The Team Owner can change ownership of contacts or sequences if needed. Contact lists, folders, filters, integrations, and settings are accessible only to the users who create them.
Private mode helps the organization in many cases:
Assign and manage prospects
Private mode allows the Team Owner to control which team members can work with specific prospects. For example, prospects can be assigned based on inbound or outbound flow and reassigned as they move through the funnel. This helps keep ownership clear and prevents overlap between team members.
Run targeted campaigns and account-based outreach
Private mode is helpful when one person manages prospect lists and outreach strategy. The Team Owner can create sequences and assign prospects to team members based on region, segment, or target audience. This is especially useful for account-based sales, where it’s important to control which team member contacts which accounts.
Assign prospects by role
You can route prospects to team members based on role or seniority. For example, junior sales reps can work with individual contributors, while senior team members handle decision-makers or executives.
Share templates and communication history
Templates and schedules are shared across the team, so everyone follows the same standards. When a prospect is reassigned to a different member, Reply keeps their full communication history – including past sequences, replies, and statuses, so no information is lost.