Tagging other teammates in Followup CRM is a great way to quickly and efficiently communicate internally.
All you have to do when you’re in a project is click on the plus (+) icon in the comments section.
Once the comment box opens, type the “at” sign (@) and start typing the user’s name who you want to tag.
Finish typing your comment and hit save. Once you’ve done that, the user you tagged will receive a notification in their Followup system and the comment will now be stored in that file under the comments section.
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