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. 

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