You can use @mentions to notify members of your team about specific notes, similar to mentioning someone on Facebook or Twitter. 

How it Works

1. Navigate to a Lead Profile or Team Inbox 

2. In the yellow note section, type the @ symbol followed by the user's name, the team name, or the pond name

3. Complete the note with any additional details > Create Note

4. Those mentioned will receive an email notification with the contact details, and the note content.

• Agents who are @mentioned will be automatically added as a collaborator.
• Admins who are @mentioned will not be added as collaborators since they already have access to the lead. 
• Only Team Leaders will be notified when a team name is @mentioned. 

Note: Team leaders and agents can only @mention teams they are part of.