Mention Yourself for Follow-Up | Voters

Mention Yourself for Follow-Up

complete

Perry Moholt

I would like to be able to tag myself, so I can leave personal reminders for certain clients that I can easily access by looking at my notifications

Drew Adler

marked this post as

complete

As of this morning, you can now Mention yourself in Notes!

Leslie Anthony

Drew Adler: YAYYYYY thank you!

Drew Adler

Leslie Anthony: Our pleasure!

Drew Adler

marked this post as

in progress

This enhancement is currently in development!

Drew Adler

marked this post as

planned

Jared Hugg

This definitely needs to be a thing. It would make things so much easier to access. Tasks gets to cluttered

Drew Adler

Merged in a post:

Ability to @ Yourself

Nikki Leper

Sometimes tasks get overwhelming, but notifications rarely do. When working from home, I would love the ability to @ myself so I remember to check something first thing in the AM

Drew Adler

marked this post as

gathering votes

Drew Adler

Hello - thank you so much for the feedback! We are actively reviewing historical requests and categorizing them appropriately as additional community feedback is gathered. As updates occur, you will receive updates automatically!

Colt Nipps

Any update on tagging yourself in the notes?

Brian Wiersma

It seems like you could create a task that would keep the lead in front of you.

Drew Adler

Merged in a post:

Sales Manager View

Dan Flom

Can we create the ability as a sales manager to have a desktop view of each sales person so we can confirm they followed up on everything they were tagged in that day. Or have the ability to tag yourself. That way as a manager you can see the notification on an event to ensure your sales reps are following up with what they need to do before they leave for the day.

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