Engage in system-wide conversations on specific topics through Discussions. The text editor provides enhanced customization, adding a dynamic touch to your interactions. Mention other CRM users in the thread to activate in-app notifications and keep everyone informed.
Requirements
To utilize the discussion feature, the user must access an existing Referral Source communication log record in the system.
Utilizing the Discussion Area
To access and utilize the Discussion area, please refer to the steps below.
- Select CRM > Business Development > Referral Source.
- Select Communication Logs from the navigation panel.
- Locate your desired Communication Log, and select it to open the file.
- The discussion area will be located directly beneath the communication log. Select Add Comment to begin creating your post.
Note: The Discussion area is accessible on your mobile device.
- A condensed text editor will appear for your use. Input your desired comment and once completed, select Save.
Note
To mention other CRM users in your comment, just use the "@" sign to access the pick list of users in your tenant, and choose the desired recipient. Tagged users will receive a notification in both the in-app notification center and their email.
Discussion Area
Once the comment has been saved in the system, staff will have the ability to react to the comment using the following icons:
-
- Thumbs up
- Thumbs down
- Heart
- Check Mark
- Smiley Face
- Important
Hover your mouse over the reaction to view the user who applied it. - In the case that you need to edit your comment, select the edit icon.
- Proceed to apply your desired edits. Once completed, please select Save.
Note: If you would like to remove your comment from the discussion, select Delete.
Discussion Notifications
Each time someone is tagged in a discussion, there will be a notification sent out. Please refer to the section below to view examples of each type of notification.
- CRM In-App Notification
- Email Notification