How to share a note or mention a teammate?

 

Sharing Notes and Collaboration in Real-time with Notes: 

1. To share a note or mention a team member, type “@” followed by the name of the person you wish to share it with. Confirm by selecting the name from the autocomplete list.

2. Write your note and click on the plus button to save.

The shared note along with the conversation it is linked to will instantly appear in the mailbox of the user(s) you tagged. 

This side note conversation is only shared with the tagged users and is not under any circumstances accessible to the original sender or recipients of the email.

 

 


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