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Mention someone in deal comments or tasks
The mention identifies the person and enables a notification in the panel.
Before you start
- Access to Pipeline and the deal to view or update.
Step by step
Open the card and start writing a comment or a new task.
Type @ and part of the person’s name.
Choose the name from the suggestions.
Finish the text and send the comment or add the task.
With suggestions open, use Up/Down and Enter or Tab to choose, or click a name. Escape closes suggestions; leaving the field also closes the list. Without open suggestions, Enter sends/adds and Shift+Enter inserts a line break.
Check your result
The mention identifies the person and enables a notification in the panel.
What you need to know
- Mentioning someone does not automatically assign the task to them or expand their permissions.