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Comments and Mentions

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Comments and mentions are widely used in the world of social media and are a quick and effective way to get someone's attention in a sea of information. In Membrain, they work the same way and can be very powerful way to collaborate with colleagues and coach your team. 

You can comment on lots of things within Membrain, for example, Tasks, Appointments or on events in the Activity Stream. The 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 keep internal communications and conversations flowing. 

Mentioning colleagues by tagging them on a comment allows you to direct a question or conversation to a specific colleague.

And using emojis to react to a comment can go a long way in sharing humor, support, agreement or encouragement with your colleagues.  All part of how you and your team collaborate and communicate internally. Plus you have the ability to edit your comment or remove it entirely.

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How do comments and mentions work?

When you comment on an activity, task or appointment, your comment will be appended to the activity for all to see. 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.

 

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

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Once the comment and mention is added, the name of the mentioned individual show in a grey oval shape. As a response, users can add emojis to show their reactions.

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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.