HELP CENTER

Membrain Help Center

Welcome
Prospects
Sales Projects
CRM
Email, Calendar & Tasks
Sales Analysis
Administration

Comments and Mentions

Article last updated:

Mentions are something that are widely used in the world of social media, a quick and effective way to get someones attention in a sea of information.  In Membrain, it works the same and it can be very powerful both for collaboration and coaching for Sales Projects or Prospecting.

How does it work?

You can comment on lots of things within Membrain, for example, Tasks, Appointments or an Activity Stream. An activity stream catalogs a running list of events that happen on a Sales Project/Prospect or even on a Company or Contact, so this is a great place to use comments and mentions to give your opinion and tag a colleague or two.

Your comment will be appended to the activity, and if you've mentioned a colleague or multiple colleagues, they will get an alert about the comment via email and also immediately in Membrain Guide.

Sales Project/Prospect Owners and Company Account Managers will always get notified of comments in the respective Activity Streams, even if they're not specifically mentioned

 

Mention_Activity_Stream.gif

 

How do I create comments and use mentions?

  1. Open a Task, Appointment or find an item in the Activity Stream you would like to comment on, or mention a colleague
  2. Click on the Comment button below the entry to begin your comment
    By default, the person that created the activity is automatically tagged in the comment
  3. If you want others to be notified, use the @ sign to tag someone else Eg. @name (no space between the @sign and the name)
  4. Type your comment and hit Add Comment

 

Some examples of how you can use Comments and Mentions 

  • Ask your Coach/Manager for advice in a Task you've been assigned to. or follow up with the person you've assigned a Task to and ask them for a status update
  • Ask a colleague if they are interested in joining an appointment with you, before sending them an official invite.
  • Tag a colleague to an event or activity that's happened in a Sales Project/Prospect to keep them in the loop

Some benefits of keeping the conversation in Membrain 

  • Let's say an opportunity has stalled and you're not sure where to take it next.  Reach out and ask for advice from your Coach or a colleague about what he or she did to overcome a similar challenge. Find the latest event in the Activity Stream and comment on it, and mention the person you want to reach.
  • Ask a team member how an important meeting with a prospect went.  Keep the conversation flowing right there from the appointment event, where others can read and even join in with the discussion.