Team Collaboration: Shared Notes, Mentions, and Activity Feeds

CRM is a team sport. The new collaboration features make it easy to share context, loop in colleagues, and stay informed about what is happening across your deals and contacts.

New Features

• Shared notes — Pin important notes to any record for the whole team to see
• @Mentions — Tag colleagues in comments to get their attention instantly
• Activity feed — Real-time stream of all changes across your team deals
• Threaded comments — Reply to specific comments for focused discussions
• Read receipts — Know when your team has seen important updates

All collaboration features respect role-based access controls — team members only see activity on records they have permission to view.