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Adding Internal Notes
Adding Internal Notes
Paula González avatar
Written by Paula González
Updated over 8 months ago

The notes feature is the ability to talk with your co-workers without your contacts seeing the message. You can @ your teammates, as well, to notify people on your team about conversations that you might need some help with.

How do Notes Work?

1. Click on Note

Click on Note

2. You can Tag a teammate by using @

3. Click "Add Note"

Type "I just called him"

This is a great way to communicate with everyone in the office without the need to move from your desk 🙌 Remember that this is all internal 🚀

Receiving Notifications about Notes

1. Go to Settings

Click on PG

2. Click on Notifications

Click on Notifications

3. Enable the Mention Notification

a. For Email

Click on Email

B. For Mobile Push

Click on Mobile Push

C. For Web

Click on Web
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