Written by Alina Shafikova
Add notes and notify other agents about them
Simple trick to streamline your communication
Where can you find it?
This function is available in Conversations as well as user, company, and deal profiles.
How to use it?
After clicking on the bottom of your browser window, choose the mode Note instead of Chat (the writing field will turn yellow). Now, type @.
From the drop-down menu, pick the agent you want to send the note to.
After adding the note, the agent will see the notification in the top-right corner of the app.
