The Check In: Using Notes and Mentions For Collaborating
This time on The Check-In, Dane from Clockwork’s Sales Team joined us to look at how Mentions will work and how to use notes more effectively including:
- Where you can mention users and clients and how to link other objects (companies, people, projects and deals) to one another.
- How you and your clients will be notified when they are mentioned in a note.
- How to configure and customize note types and templates.
- How to filter for note types quickly.
If you missed any of the past Check-In Webinars, you can always watch previous recordings here.