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5: Notes & @Mentions

Learn how to collaborate as a team using notes and @mentions to tag other team members.

Aimee avatar
Written by Aimee
Updated over a week ago

Points to Remember:

  • Sometimes you need to chat about conversations with your team before you reply. You can do this in Inbox using notes and @mentions!

  • Use notes to tag your teammates or add additional context to a conversation while working on it.

  • Have you ever replied to an email at the same time that another team member does? The collision detection feature in LeadSimple's Inbox will help avoid this. πŸ˜‰ You can see when another teammate is looking at a conversation, both in the conversation page itself and also on the conversation list.

Action Items:

  • Try out the notes and @mention feature in LeadSimple!

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