Hide internal content & notes

Sales teams often struggle to maintain internal communication and notes without cluttering client-facing materials. This can lead to either oversharing sensitive information or limiting valuable internal collaboration, both of which can negatively impact the sales process.

The Selective Content Visibility feature solves this dilemma by allowing sales teams to hide internal-only content, notes, and messages when sharing workspace materials externally. This creates a clean, professional view for prospects while maintaining all necessary internal communication and context for the sales team.

By enabling this dual-view capability, sales reps can freely collaborate and strategize within the team without worrying about accidentally exposing internal discussions to prospects. This feature not only streamlines the presentation of materials to clients but also enhances team collaboration and strategy development. The result is a more polished and tailored experience for prospects, increased internal alignment, and ultimately, a more effective and professional sales process.