> ## Documentation Index
> Fetch the complete documentation index at: https://docs.winnerr.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Real-time collaboration

> See who is working alongside you and edit together, live — across deals, contacts, pipelines, scripts, files, and notes

Winnerr is built for teams. When more than one person works the same database, you should be able to see each other working — and, where it matters, work on the same thing at the same time without stepping on each other.

Real-time collaboration in Winnerr has two layers:

* **Live presence** — see who else is on a record right now.
* **Live co-editing** — edit shared notes together, with everyone's cursor visible.

<Note>
  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.
</Note>

## 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 |

Avatars appear and disappear as people open and close a record — no refresh needed. Each teammate gets a consistent color so you can tell cursors apart at a glance.

## 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.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Edit together">
    Start typing. As teammates join, their cursors appear inline. You can all write, format, and add lists at the same time.
  </Step>

  <Step title="Walk away">
    There's nothing to save or merge. The note stays the single source of truth for the whole team.
  </Step>
</Steps>

<Tip>
  Notes appear in context on [Person Detail](/crm/person-detail), [Deal Detail](/crm/deal-detail), and [Property Detail](/properties/detail) pages — so a deal note your team co-writes shows up right on the deal.
</Tip>

## 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.

Changing a script's visibility or its share list is limited to the script's owner or an org admin; other members can still edit a script's content if it's shared with them. The same rule gates the live script-builder room, so a teammate who can't see a script can't join its collaboration session either.

* **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.

See [Notes](/productivity/notes) for how to set a note's visibility.

## 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.

<Note>
  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.
</Note>