Peak PRM · Trust
Relationships run on trust.
So do your notes.
In Peak PRM you decide per contact whether it stays private or is shared with your team. Your notes and history stay private either way.
What do you want to know first?
2 questions in the plan. First question: Can my admin read my private notes?
Privacy
Private by default Sharing the contact, not your thoughts
Can my admin read my private notes?
Who sees what?
Sample data · nothing is sent- Name and company (shared contact)✓ visible
- Role and circles✓ visible
- Your notes✓ visible
- History and promises✓ visible
Interactive demo with invented sample data. No account, nothing is saved or sent.
Three roles, one contact
Sophie shares a supplier contact with her team. Her colleague Leon sees name, company and e-mail. He does not see Sophie’s note on the price negotiation. Someone outside the team sees nothing. Example with invented people.
From reading to doing
Questions to ask yourself
Your next step
2 questions selected
- Can my admin read my private notes?
Notes and history on people are built to be private and are not shared with the team. For questions about roles and rights in your company, talk to us.
- What happens when I share a contact?
The person appears for your team with their contact details. You can switch the visibility back to private at any time.
Three roles, one contact
Example, invented
Sophie shares a supplier contact with her team. Her colleague Leon sees name, company and e-mail. He does not see Sophie’s note on the price negotiation. Someone outside the team sees nothing. Example with invented people.
Can my admin read my private notes?
Notes and history on people are built to be private and are not shared with the team. For questions about roles and rights in your company, talk to us.
No certifications claimedThis page names no certifications. We answer questions about contracts, hosting or data processing directly.
You own what you writeWhat you note about others is up to you. Peak PRM does not scan notes for sensitive content.
The playbook
How it works
Relationships run on trust.
So do your notes.
Private by default → Sharing the contact, not your thoughts → No messages in your name
- 01
Private by default
Every new or imported contact is private. Only you see it until you deliberately share it.
How you recognise itEvery new or imported contact is private.
- 02
Sharing the contact, not your thoughts
A shared contact shows your team the person and their details. Notes, moments and history stay private.
How you recognise itA shared contact shows your team the person and their details.
- 03
No messages in your name
Peak PRM sends nothing to your contacts. You copy drafts or open them in your own mail app.
How you recognise itPeak PRM sends nothing to your contacts.
- 04
What belongs in notes
Write down what helps professionally and what the person told you openly. Sensitive data such as health does not belong in a business profile.
How you recognise itWrite down what helps professionally and what the person told you openly.
Your quality check
Are you ready?
Tick what you have checked. Your selection stays in this view only.
0 of 5 points checked
What this article is based on.
Editorial working example without customer data, measured results or promises about features that are not live.
- Editorial demo
Redaktionelles Muster. Die Fragen sind anpassbare Arbeitsbeispiele, keine Produktbehauptungen.
See for yourself who sees what.
Switch between yourself, your team and someone without access in the simulator and check what each can see.
Frequently asked questions
Can my admin read my private notes?
Notes and history on people are built to be private and are not shared with the team. For questions about roles and rights in your company, talk to us.
What happens when I share a contact?
The person appears for your team with their contact details. You can switch the visibility back to private at any time.
Does the demo on this page use real data?
No. The access simulator uses invented sample data, runs only in your browser and sends nothing.
Where do I get contract documents?
Talk to us. We handle questions on data processing and hosting directly rather than answering them in general terms here.
Help and contact
Questions about Peak PRM, your account or the offer? This is where to go.