CRM - Mentions in the Opportunity tab

In the Opportunities tab in the CRM, you can mention other users in the comments.

To mention a user, open your CRM and click on the opportunity.

Once done, enter an @ and then type the name or initials of the user you want to mention.

A list will appear with system users matching the initials you typed, accompanied by their photos to help identification.

After mentioning the user's name, the corresponding field will be highlighted in gray, and you can type your comment and send it.

After posting the comment, it will be visible on the opportunity tab.

Finally, after the comment is published in which they were mentioned, the user will receive a notification.

Follow the step by step:

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