Collaboration
Notes and comments
Notes are free-text entries on a deal, person, or organization, newest first. A note can be pinned to hold it at the top, which is the usual way to keep account context visible.
Notes can carry comments, so a discussion stays attached to the note rather than becoming a series of separate notes. Only the comment's author or an admin can edit or delete it. Notes on leads do not take comments.
Replying to a comment notifies the note's author and earlier commenters. See Notifications.
URLs and email addresses in notes and comments render as clickable links.
Mentions
Typing @ in a note or comment offers colleagues to mention. Mentioning someone
notifies them and links them back to the record.
A mention does not grant access. If the mentioned person cannot see the record, the mention does not make it visible to them, so mentioning is not a sharing mechanism. Use visibility groups for that.
Followers
Following a record subscribes you to its notifications without owning it or changing who can see it.
Presence
Presence indicators show who else is viewing, on the pipeline board header and on the deal header, so two people do not unknowingly edit the same deal at once. Other record pages do not show presence.
Presence is realtime and depends on the WebSocket connection. If indicators never
appear for anyone, check NEXT_PUBLIC_WS_URL as described in
Architecture.