Assigned Company Contacts gives your organization granular control over contact visibility, solving critical business challenges:
Enhanced Privacy & Compliance - Restrict sensitive client information to only the team members who need access, helping you meet industry regulations and data protection requirements.
Personalized User Experience - Sales representatives and account managers see only their relevant contacts, eliminating clutter and creating a more focused workflow.
Simplified Territory Management - Easily assign and update client lists as responsibilities shift within your organization without requiring manual updates from end users.
Seamless CRM Integration - Automatically sync user-specific contact assignments from your CRM to Spoke, ensuring your teams always have the right contact information at their fingertips.
This feature bridges the gap between company-wide shared contacts and the need for personalized, role-specific contact listsβall while maintaining centralized management through the API.
Personalized Contact Management
Developer API Enhancement
Action Required
Visit our Developer Documentation under CRM Integration β Phonebooks for implementation details.