built-in signals to allow you to see if another team member is in the same profile. | Voters

built-in signals to allow you to see if another team member is in the same profile.

Kellie Horton

Is there a way to see if someone else is viewing the same CRM profile, maybe have a check in real-time collaboration indicators or active user presence badge near the top of the record page? Or a lock Icon to show who is actively in a profile?

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Kellie Horton

Thank you. I've used other CRM's in the past and have that tool in place. thanks

Shelby Parker

Thanks for sharing this, Kellie Horton — really helpful call-out. I can definitely see how a real-time presence indicator (or even a lock-style badge showing who’s in the record) would make collaboration smoother and avoid stepping on each other’s toes. I’m looping this into our team’s review, and if we need a bit more context on your workflow or where you’re seeing the most overlap, I’ll follow up with a couple quick questions.