October 2, 2026

Private books, record ownership and task visibility

Give every contact, company and deal an owner. Keep an agent's book private, and show each person only the tasks on records they can see.

A brokerage runs on trust between agents. Their books now stay theirs.

Record ownership

Every contact, company and deal can have an owner. Ownership drives routing, reporting and visibility.

An agent's records can be private. Other agents see only their own book, while managers with the right role see the whole workspace.

Tasks follow the records they belong to. If you cannot see the contact, you do not see its tasks.