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Available on all Sell plans

Let team members know about specific opportunities when sharing updates, asking questions, or discussing important details, by using the @mentions feature in Sell.

By default, the @mention feature is enabled for all users. You can use it when logging calls, notes, or visits to a lead, contact, or deal. You can also @mention any Sell user that has access to that lead, contact, or deal.

This article covers the following topics:
  • Using the @mention feature
  • Collaborating in Sell
  • Customizing @mentions notifications

Using the @mention feature

You can use @mentions whenever you create a new note, call, or visit in Sell.
Note: You can only @mention users who have access to the lead, contact, or deal that you're creating a note for.

To mention a Sell user

  1. Create a new note, call, or visit log (or edit an existing one) for a lead, contact, or deal.
  2. Click the @ icon to see a list of users to include.

    Sell @mention someone

    Alternatively, you can type @ and the first few characters of the Sell user's name while you are typing, to see a list of possible matches.

    If you are using a mobile device, type @ and select the person from the list.

    Sell

  3. The user mentioned is notified, according to their notification preferences.

    By default, the user mentioned will receive both an email notification and a web alert (see Customizing @mentions notifications).

Collaborating in Sell

Here are a few ideas to help collaborate in Sell. with @mentions:
  • Status updates - a manager can check in on a deal by asking a rep for an update. Log a note and @mention someone to get an update on the status of a sale.
  • Questions - @mention a coworker to ask questions regarding a specific lead, contact, or deal from within Sell.
  • Assign action items - if you need approval on a quote, or a sign-off on a renewal, you can @mention your manager or relevant coworker to contact them instantly.
  • Share important news - account managers can check in with customers regularly. Log call notes and @mention specific people to share key items or big news that'd be good for them to know.

Customizing @mentions notifications

By default, when a user is @mentioned they receive both an email notification and a web alert. However, you can modify these settings.

To modify @mentions settings
  1. On the Sell sidebar, click the Settings icon (), then click Manage > Notifications > Preset Notifications.
  2. In Assignments and mentions, click the When I am Mentioned notification.
  3. Configure your preferences.
  4. Click Save.
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