- Live presence — see who else is on a record right now.
- Live co-editing — edit shared notes together, with everyone’s cursor visible.
Collaboration is always scoped to your organization. Presence and shared content never cross between brokerages — a teammate in another organization can never see your rooms.
Live presence
Open a record and you’ll see small avatars for every teammate viewing it at the same time. It’s the fastest way to avoid two agents working the same lead, or to notice that your manager just opened the deal you’re about to call about. Presence is live across the surfaces you collaborate on most:| Surface | Where you’ll see it |
|---|---|
| Deals | Avatars on the deal detail header |
| Pipelines | Avatars on the pipeline board |
| Contacts | Avatars on the person detail header |
| Call scripts | Avatars in the script builder header |
| Files | Avatars in the file preview |
| Notes | Avatars + live cursors in shared notes |
Live co-editing (notes)
Shared notes work like a multiplayer document. When two or more teammates open the same note, everyone can type at once:- Live cursors show where each teammate is editing, labeled with their name.
- No overwrites. Edits merge character-by-character, so concurrent typing never clobbers someone else’s work (this is true conflict-free editing, not last-write-wins).
- Always in sync. Changes appear instantly for everyone, and the note is saved automatically.
Open a shared note
Open any note that isn’t marked Private. Notes shared with your organization (or with mentioned teammates) open a live room automatically.
Edit together
Start typing. As teammates join, their cursors appear inline. You can all write, format, and add lists at the same time.
Privacy and visibility
Winnerr is a CRM, so visibility is per record, not just per organization. You see the records you own or are involved in; an organization admin (broker) sees everything. This is enforced server-side on both the data APIs and the live collaboration rooms — you can only join the realtime room of a record you’re allowed to open.| Record | Who can see it |
|---|---|
| Contacts / people | The owner and anyone the contact is assigned to (plus admins) |
| Deals | The primary agent and co-agents on the deal (plus admins) |
| Pipelines | Members granted access, plus the default pipeline (plus admins) |
| Call scripts | Depends on the script’s visibility — see below |
| Notes | Private (creator only), Team (mentioned teammates), or Organization |
| Files | The uploader and anyone explicitly granted, unless marked non-private |
Choosing who can see a call script
Every call script has a visibility the owner or an admin can set:- Private — only the script’s creator (and admins) can open it.
- Team — the creator plus the specific teammates it’s shared with. Add or remove people from the share list at any time.
- Organization — everyone in your brokerage can use it. This is the default, so existing scripts stay organization-wide until someone narrows them.
- Private notes never collaborate. A note marked Private never opens a room and is visible only to you.
- Organization-scoped rooms. Every collaboration session is also keyed to your organization, enforced server-side at sign-in — there is no way for another brokerage to join.
Good to know
- Presence is resilient: if the collaboration service is briefly unavailable, records still load and work normally — you just won’t see live avatars until it reconnects.
- Collaboration uses your Winnerr identity, so names, avatars, and colors are consistent with the rest of the app.
We’re expanding collaboration over time — richer co-editing on call scripts and inline comments on files are on the roadmap. Today, live co-editing is available on notes, and live presence is available everywhere in the table above.