Let’s say there are 3 real estate agents (Agent A, Agent B, and Agent C) all assigned to market different properties to a shared pool of contacts.
Now imagine a contact (e.g., John Doe) expresses interest in all 3 properties. Each agent should be able to:
See John Doe in their own contact view (via Smart Lists or filters),
Start a separate chat thread with John Doe in the Conversations tab,
And most importantly, have:
Their communication private (only visible to that agent),
Separate conversation tabs per agent for the same contact — not one shared thread.
🧩 What They Don't Want:
A single conversation thread visible to all users or agents,
Where Agent A can see what Agent B or C discussed with John Doe.