Using @mentions for collaborative selling

What's my plan?

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.

   

   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.

   

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.