By working together in a shared workspace, your team can stay aligned, avoid overlap, and find new opportunities faster.
They say “Teamwork makes the dream work” - and that’s definitely true in Ocean.io.
Here’s how collaboration in Ocean.io helps your team make the most of every lead.
Top 3 Benefits of Team Collaboration
1. Align Strategies and Share Filter Tabs ✂️
Once your team agrees on an outreach strategy, you can save and share filter tabs so everyone uses the same targeting criteria.
No need to rebuild searches - just load the right filters with a few clicks to stay consistent across campaigns.
2. Avoid Working on the Same Leads 🫸
Ocean.io provides a single source of truth for your team. You can instantly see which companies are already assigned or exported by checking the status of each lead.
This transparency prevents duplicate outreach and keeps your pipeline clean.
3. Assign Leads to Teammates Effortlessly 🤝
Found a lead that might be a better fit for someone else on your team?
You can assign leads to your colleagues directly while saving them, making collaboration seamless.
This ensures every lead reaches the right person; whether it’s a specific account owner, region, or area of expertise, and helps your team work together efficiently.
Practical Collaboration Tips
Share Filter Tabs Across the Team
Save frequently used filters - such as company size, location, or website technologies - so you can easily revisit them later.
If a filter setup is useful for others, save it as a Shared tab to make it available for everyone. Simply right-click the tab:
Share Views Across the Team
In Views, you can select which columns and filters you would like to see by default, and in which order. Free up precious time by collaborating and sharing your saved views.
Save Leads To Prevent Overlap
Each saved lead is clearly marked in the search table and quickview, so you'll instantly see which leads your teammates are already working on.
You can also hide items that are already Saved, In CRM or Exported by clicking on the "Net new" button in any search. This will keep your searches clean and focused.
Assign Leads to Teammates
When saving a lead, you can change the assignee to any other user inside Ocean. They will see these leads pop up inside their leads overview next time they visit the Ocean platform.
Inviting Your Colleagues
Ready to collaborate?
Go to Settings → User management.
Click Add user in the top-right corner.
Fill in your colleague’s details and click Create to send the invitation.
Only Admins can access the User Management page.