Loop in the right teammate,
right on the lead.
Sometimes a deal needs a second set of hands. @mention a teammate in a private note and it threads right on the customer, then lands in one Mentions inbox until someone actually handles it. No side texts, no lost context, no “which lead were we talking about?”
From a question to a handled thread.
Type @ in a note to tag a teammate, post it, and it shows up in their Mentions inbox with the whole lead attached. They reply in the thread, mark it Done, and the badge clears. Every bit of it stays private to your store.
A faithful rendering of the note composer, the amber thread, and the unified Mentions inbox. Fixture data.
A FAITHFUL RENDERING OF THE REAL PRODUCT · ON DEMO MOTORS
SEE THE UNIFIED INBOXThe whole store, working one lead together.
A BDC rep, a closer, a manager, and the finance desk can all touch one deal without a single group text. It all happens on the lead, and it all clears through one inbox.
Type @ in an internal note on a lead or a deal and pick a teammate from the list. They get a notification and a push, with the whole conversation attached.
Replies nest under the original note on a clean thread, so a back-and-forth about one customer stays in one place, the way a chat app threads a message.
Every mention across every lead and deal lands in a single inbox with Open, Done, and Sent tabs. It's keyboard-driven: move, open, and clear without touching the mouse.
The @ badge counts the OPEN threads still waiting on you, and only clears when you mark one Done, not just because you glanced at it.
Notes and mentions never reach the customer. “Only your team can see this,” with Seen-by receipts so you know who has actually read it.
@mention a teammate from a deal's notes and it flows into the very same inbox, so pipeline questions and lead questions live in one place.
Stop texting each other about leads.
Book 30 minutes and we’ll show the whole loop on a live store: an @mention, a threaded reply, and the one inbox that keeps your team honest.