How to collaborate with team members?
1. Please make sure team members are set up first. The share permissions can be turned on in the preferences menu.
2. In the 'All Notes' page, the team member items are indicated by the blue email icon.
For example, the hightlighted section below shows an email note from team member 'test108', who had the email sharing set up previously.
3. You could add comments for notes of team members
4. The opportunity name of team notes are also clickable.
5. Team members could also be selected in the drop down of top left.
6. This page shows all notes of a team member.
7. Users could also add regular notes for the team members.
You can also see the notes of team member in the SGN sidebar
1. The sidebar will be displayed when CRM is enabled. The latest notes from team members will be displayed.
2. You could directly add comments for those team member notes.
3. Alternatively, you could click the email note to open email note detail page.
4. Click 'More' to view more notes of team members
1. Please make sure team members are set up first, and the share permissions are turned on.
2. Team member’s email notes will be shown in the timeline tab
3. Click team member’s email note to get into email note detail, then add commnets for team member.
4. View the comments written by team members.