Use @Mention to share notes with colleagues
Type up your notes then use the @ sign to display a list of Tenfold users you can cc on your call notes. Selecting a user from the list sends that person an email notification with a copy of the notes and a link to the call record. The user also sees a notification in the UI.
Use this feature to escalate internal issues, to hand off customers for followup between shifts, and to maintain visibility into customer interactions across your team.
When enabled, the @mention feature allows Tenfold to detect the use the @ symbol in notes taken in the Tenfold UI. Upon typing "@", Tenfold automatically displays a list of CRM users by name or username (email address), based on your organization's preference. Users may then click on a user or type the complete name or username of the Tenfold user to @mention.
Selecting one or more users to @mention causes the bell icon, located just above the Tenfold note box, to light up. The bell icon indicates that Tenfold will send the mentioned users an email with a copy of your notes from this customer interaction.
Additionally, the Tenfold user that is @mentioned receives a notification in the IU, and also can open the interaction from their UI. New and historical in-UI notifications are viewable by navigating to Call History and clicking the bell icon in the top-right corner of the UI.
Tenfold Administrators can quickly and easily turn this feature on for their team by following these steps:
- Navigate to the Tenfold Dashboard Feature Tab.
- Using the Feature Menu on the left-hand side of the screen, locate and select @Mention Syntax.
- Check the top right corner of the @Mention feature page to confirm whether or not this feature is currently enabled or disabled. To toggle this feature on or off, simply click on the Enable/Disable pill button.
NOTE: This feature is only configurable at the organization level and cannot be enabled and disabled for specific teams.