The best way to keep everyone on the loop whether it is about a conversation going on with one of your contacts or updates to a deal is to use @Mentions. @Mentions allow you to select a specific team member and leave him or her a note in any of your existing tabs where the activity timeline is available.
Adding mentions to anyone on your team is very simple. First, you need to click on the desired tab and then on the 'Add a note' section of the activity timeline and the '@' sign. Once you do, a list of all your active team members.
Click on the name of the team member you want to mention and add your message.
Once you hit the 'Enter' key, the note will be added to the activity timeline including the @mention.
If that team member has enabled the notification for @mentions, then under the notifications bell they will receive a notification each time they are mentioned.
Opening up the notification, by clicking on it, will provide information about in which 'tab' the mention was created (1). In the example below, the notification belongs to the 'Leads' tab, more particularly for 'Katelyn Abel'. It also gives the team member the option to 'Go to Page' (2).
Excellent! Now you have learned about a new and effective way to communicate with your team members within FreeAgent CRM.
Mentions are currently available on the Web application.