How to notify other team members in Notes, Call Notes, and Meeting Notes

We know that collaboration between you and your team is important, so in OnePageCRM, you have the option to notify your team when adding a Call, Meeting, or Note.

Users will be notified by default about changes or updates completed for contacts they own. See here how to disable/enable this email notification.

In this article:
Notify a team member using @mention when adding a Note, Call, or Meeting
Notify a team member when adding a Note, Call, or Meeting from the Notify Dropdown

How to notify a team member using @mention when adding a Note, Call, or Meeting

Open a contact in OnePageCRM → click on + Note, + Call ,or + Meeting → type @ followed by their username into the text box.

Note: Type @all to notify all team members.

The mentioned user will get an email notification that you've added this note.

How to notify a team member when adding a Note, Call, or Meeting from the Notify Dropdown

Open a contact in OnePageCRM → click on + Note, + Call ,or + Meeting → under the Notify dropdown select the team members' names.

Notes:

If you select a user from the Notify dropdown, and you no longer want to notify them, you will need to deselect them from the dropdown.

How to notify other team members in Notes, Call Notes, and Meeting Notes

How to notify a team member using @mention when adding a Note, Call, or Meeting

How to notify a team member when adding a Note, Call, or Meeting from the Notify Dropdown

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