How to Communicate With Team Member in LionDesk

With LionDesk, you can mention your team members within a contact record by adding a comment. When you mention a team member, they will receive an email with the comment and a link to the contact record. By using LionDesk Mentions, you can work together to accomplish your goals while keeping a record of your team communication within the contact's' record. Follow the directions below to learn how to use Mentions to communicate with your team. 

Mention Team Members

1) Use the Search bar in the upper right corner to search for a contact record. 

Note: You can search using the name or the email of the contact.

2) In the Contact Record, click on the Add Activity button.

3) To mention a team member, type "@{Name}" and you will see your team members listed below. Click on the Team Member you would like to mention. 

Note: You can only mention team members that have access to the contact record. If the team member does not have access to the contact record, you will get a pop-up notification that the team member does not have access to the contact record. 

4) Type the rest of the comment and click on Add Activity

Done!

Your team member will receive an email notification with the comment and a link to visit the contact record. An example of the email notification is listed below: 

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