Using @mentions for collaborative selling

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  • Kate Woollard

    Some of my users are blocked out in notes when I use the @mention so I can't select them from the list. What could this be? 

  • Anne Ronalter
    Zendesk Customer Care
    Hi Kate,

    it might be, because of the limitation that you can only @mention users who have access to the lead, contact, or deal that you're creating a note for. 

    Should this not be the case, please open a ticket with Support, so that we can take a closer look at it.


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