Notify and mention other users in notes
Collaboration features in your CRM allow you and your team to be on the same page, communicate easily, leave comments, and notify each other about different changes.
When tagged in OnePageCRM, your team members will be notified via email, too.
By default, all CRM users receive notifications about changes and updates for the contacts they own. See here how to disable/enable this email notification.
In this article:
| Notify via @mention |
| Notify without @mention |
Notify via @mention
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.
Notify without @mention
Jump up to Article's Overview ⮝In OnePageCRM, you can also use a Notify dropdown to keep team members in the loop about new notes, call results, or meeting follow-up actions.
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.