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Notes help you avoid repeating yourself on calls and allow you to tailor calls to your contact's needs. The system will enable you to mention another user during a contact engagement. Mentioning a user directs attention to the activity assigned to them and can keep the team informed of the status of an issue.

How to Mention a User

  1. Navigate to the Contacts menu.

  2. Select and click a contact from your list to redirect you to the messaging page.

  3. Click Note to show Add Note box.

  4. Type "@" plus the name of the User you want to mention

  5. Feel free to add your message or note here.

  6. Clicking Add Note will automatically record your note in your contact's message history.

  7. The user you mentioned will also receive an email notification.

How to Receive a Note through a Mention

  1. Navigate to the Communications page and go to the Mentions channel.

  2. Under the Mentions channel, select the Received tab.

    1. The Received tab contains notes that mention you.

    2. The Sent tab contains the notes you made that mention other users.

  3. Select the note you want to view.

  4. You can see the note you received through a mention in the messaging field.

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