We are pleased to announce a new feature designed to improve collaboration and conversation management for teams and individuals. Our Internal Comments feature enables you to add private, internal notes during conversations, ensuring seamless capture of critical updates and insights.
Now, while engaging in conversations with contacts, you can add internal comments that remain hidden from the contact. This feature ensures that your team can communicate privately, providing a smoother workflow.
Internal Comments
Enhance team collaboration by tagging team members in internal comments with the @ symbol followed by their name. This feature allows you to share insights and solicit feedback efficiently.
Mention Users
Mentions add team members as followers of the conversation, granting them access to the contact and discussion, even if they didn’t have access previously.
User Mention Access
Easily locate conversations where you’ve been mentioned or where specific users are mentioned using the Mentions quick filter. This helps maintain focus on crucial interactions.
Mentions Quick Filter
Within a particular conversation, use the Internal Comments filter to view only internal notes, facilitating quick access to all pertinent remarks.
Internal Comments Filter
Stay informed with notifications for when you are mentioned in an internal comment or receive new messages in conversations where your involvement is necessary.
Explore more on improving your workflow by visiting our Product Updates page for other recent enhancements.
In Case You Missed It: Check out our latest article on enhancing your dashboards with hyperlinks in text box elements here.
