Communication Tools
💬 Internal Messaging
Last Updated: May 27, 2026This helps teams collaborate faster and keep communication organized. What Internal Messaging Can Do 📍 Where to Access Internal Messaging Internal messaging is usually available inside: 💡 Quick Tips ✅ Use clear and professional messages so team members can quickly understand updates and respond efficiently.
Email Integration Basics
Last Updated: May 27, 2026This allows teams to send, receive, and manage emails more efficiently inside one platform. 🚀 What Email Integration Can Do 📍 Where to Manage Email Integration Email settings are usually available inside: 💡 Tips: Use email integration to centralise customer communication and keep all important emails organised inside the CRM system.
Activity Notifications
Last Updated: May 27, 2026📍 Where to View Notifications Notifications are usually available: 🚀 What Activity Notifications Include 💡Tips: Enable important activity notifications so you can quickly track updates, deadlines, and team activities without missing critical information.
Mentions & Tags
Last Updated: May 27, 2026🚀 What Mentions & Tags Do Users can mention staff members using @name inside tasks, project discussions, comments, and support tickets. This sends a notification to the mentioned user. When someone is mentioned, they receive CRM notifications or email alerts (if enabled), so they can respond quickly. Tags help organise items such as tasks, projects,...
Customer Communication Logs
Last Updated: May 27, 2026🚀 What Communication Logs Include 📍 Where to View Communication Logs Communication records are usually available inside: 💡Tips: Keep communication logs updated and use clear messages so teams can easily track customer history and provide better support.