How to Tag Users in Notes While Creating a Proposal?

Use the Notes section in your proposal to communicate directly with your team members. Add updates and tag teammates using “@mention” to keep everyone aligned.

Follow the steps below to get started.

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Step 1: Click the “Customers” tab from the main menu.

Step 2: Locate the customer and click “Proposals”.

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Step 3: Click “View Detail”.

Step 4: Select “Notes” from the left sidebar.

Step 5: Use “@mention” to tag or notify users in the notes section of your proposal.​